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CLBCX vs PLBBX
CLBCX vs PLBBX Comparison
Open Charts CLBCX vs PLBBX
American Funds American Balanced 529C
Price$34.75
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
Plumb Balanced Investor
Price$37.89
Change-$0.51 (-1.33%)
VolumeN/A
CapitalizationN/A
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CLBCX vs PLBBX Comparison Chart
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CLBCX vs. PLBBX commentary
Sep 08, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBCX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 228B vs. PLBBX (70.3M). CLBCX pays higher dividends than PLBBX: CLBCX (1.52) vs PLBBX (0.85). CLBCX was incepted earlier than PLBBX: CLBCX (23 years) vs PLBBX (17 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). CLBCX has a lower initial minimum investment than PLBBX: CLBCX (250) vs PLBBX (2500). CLBCX annual gain was more profitable for investors over the last year : 17.88 vs. PLBBX (16.81). CLBCX return over 5 years is better than : 33.04 vs. PLBBX (19.60).
| CLBCX | PLBBX | CLBCX / PLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 10.298 | 11.856 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 70.3M | 324,324% |
| Annual Yield % from dividends | 1.52 | 0.85 | 179% |
| Returns for 1 year | 17.88 | 16.81 | 106% |
| Returns for 3 years | 7.90 | -10.58 | -75% |
| Returns for 5 years | 33.04 | 19.60 | 169% |
| Returns for 10 years | 49.48 | 79.41 | 62% |
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