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CLBCX vs PLABX
CLBCX vs PLABX Comparison
Open Charts CLBCX vs PLABX
American Funds American Balanced 529C
Price$34.82
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets240.4B
Plumb Balanced A
Price$36.47
Change-$0.45 (-1.22%)
VolumeN/A
Net Assets60.6M
CLBCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. PLABX (60.6M). PLABX pays higher dividends than CLBCX: PLABX (6.45) vs CLBCX (1.23). CLBCX was incepted earlier than PLABX: CLBCX (23 years) vs PLABX (4 years). PLABX (1.60) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PLABX (25.00). CLBCX (250) and PLABX (250) have matching initial minimum investment requirements. CLBCX (3.51) and PLABX (3.43) have marching annual gain over last year.
| CLBCX | PLABX | CLBCX / PLABX | |
| Total Expense Ratio | 1.35 | 1.44 | 94% |
| Annual Report Gross Expense Ratio | 1.35 | 1.60 | 84% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 1.582 | 1.234 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 60.6M | 396,040% |
| Annual Yield % from dividends | 1.23 | 6.45 | 19% |
| Returns for 1 year | 3.51 | 3.43 | 102% |
| Returns for 3 years | 21.91 | 30.27 | 72% |
| Returns for 5 years | 34.52 | N/A | - |
| Returns for 10 years | 52.40 | N/A | - |
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