Ad is loading...
CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Plumb Balanced A
Price$34.68
Change-$0.83 (-2.34%)
VolumeN/A
CapitalizationN/A
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: 241B vs. PLABX (66.9M). CLBFX pays higher dividends than PLABX: CLBFX (2.39) vs PLABX (1.03). CLBFX was incepted earlier than PLABX: CLBFX (22 years) vs PLABX (4 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PLABX (36.00). CLBFX (250) and PLABX (250) have matching initial minimum investment requirements. CLBFX annual gain was more profitable for investors over the last year : 12.67 vs. PLABX (8.31).
| CLBFX | PLABX | CLBFX / PLABX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 11.647 | 7.871 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.9M | 360,239% |
| Annual Yield % from dividends | 2.39 | 1.03 | 232% |
| Returns for 1 year | 12.67 | 8.31 | 152% |
| Returns for 3 years | 13.69 | -0.38 | -3,625% |
| Returns for 5 years | 35.48 | N/A | - |
| Returns for 10 years | 61.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...