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CLBCX vs PLABX
CLBCX vs PLABX Comparison
Open Charts CLBCX vs PLABX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Plumb Balanced A
Price$36.97
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
CLBCX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. PLABX (59.8M). PLABX pays higher dividends than CLBCX: PLABX (6.20) vs CLBCX (1.18). 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 annual gain was more profitable for investors over the last year : 4.49 vs. PLABX (2.68).
| 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 | 4.067 | 1.371 | 297% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 59.8M | 408,027% |
| Annual Yield % from dividends | 1.18 | 6.20 | 19% |
| Returns for 1 year | 4.49 | 2.68 | 168% |
| Returns for 3 years | 30.63 | 37.15 | 82% |
| Returns for 5 years | 34.93 | N/A | - |
| Returns for 10 years | 57.89 | N/A | - |
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