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CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Plumb Balanced A
Price$37.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.99M
CLBFX vs PLABX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. PLABX (62M). PLABX pays higher dividends than CLBFX: PLABX (6.00) vs CLBFX (1.99). CLBFX was incepted earlier than PLABX: CLBFX (23 years) vs PLABX (4 years). PLABX (1.60) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PLABX (26.00). CLBFX (250) and PLABX (250) have matching initial minimum investment requirements. CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. PLABX (3.31).
| CLBFX | PLABX | CLBFX / PLABX | |
| Total Expense Ratio | 0.67 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.60 | 42% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 8.169 | 4.153 | 197% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.99 | 6.00 | 33% |
| Returns for 1 year | 8.02 | 3.31 | 242% |
| Returns for 3 years | 36.80 | 39.85 | 92% |
| Returns for 5 years | 44.49 | N/A | - |
| Returns for 10 years | 81.14 | N/A | - |
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