Interact to see
Advertisement
Advertisement
CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Plumb Balanced A
Price$36.97
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
CLBFX vs PLABX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. PLABX (59.8M). PLABX pays higher dividends than CLBFX: PLABX (6.20) vs CLBFX (2.07). 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 (25.00). CLBFX (250) and PLABX (250) have matching initial minimum investment requirements. CLBFX annual gain was more profitable for investors over the last year : 5.44 vs. PLABX (2.68).
| 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 | 4.519 | 1.371 | 330% |
| 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 | 2.07 | 6.20 | 33% |
| Returns for 1 year | 5.44 | 2.68 | 203% |
| Returns for 3 years | 34.29 | 37.15 | 92% |
| Returns for 5 years | 41.30 | N/A | - |
| Returns for 10 years | 73.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EKSDX | 6.02 | -0.02 | -0.33% |
| Allspring Diversified Income Bldr Adm | |||
| PEQSX | 35.96 | -0.28 | -0.77% |
| Putnam Large Cap Value R6 | |||
| CSGTX | 4.00 | -0.05 | -1.23% |
| Transamerica Small Cap Growth C | |||
| JISGX | 20.48 | -0.38 | -1.82% |
| JPMorgan Small Cap Growth L | |||
| MRVSX | 24.47 | -0.50 | -2.00% |
| Victory Integrity Small-Cap Value R | |||