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CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Plumb Balanced A
Price$34.29
Change-$1.13 (-3.19%)
VolumeN/A
Net Assets59.79M
CLBFX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. PLABX (59.8M). PLABX pays higher dividends than CLBFX: PLABX (6.46) vs CLBFX (2.14). CLBFX was incepted earlier than PLABX: CLBFX (23 years) vs PLABX (4 years). PLABX (1.60) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 1.49 vs. PLABX (0.18).
| CLBFX | PLABX | CLBFX / PLABX | |
| Total Expense Ratio | 0.68 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.68 | 1.60 | 43% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -2.116 | -2.879 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 59.8M | 392,977% |
| Annual Yield % from dividends | 2.14 | 6.46 | 33% |
| Returns for 1 year | 1.49 | 0.18 | 827% |
| Returns for 3 years | 10.84 | 7.52 | 144% |
| Returns for 5 years | 49.30 | N/A | - |
| Returns for 10 years | 62.85 | N/A | - |
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