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CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Plumb Balanced A
Price$36.99
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets65.46M
CLBFX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PLABX (65.5M). 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. PLABX annual gain was more profitable for investors over the last year : 14.75 vs. CLBFX (12.43).
| 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 | 1.958 | 1.426 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 2.39 | 1.03 | 232% |
| Returns for 1 year | 12.43 | 14.75 | 84% |
| Returns for 3 years | 14.37 | 9.02 | 159% |
| Returns for 5 years | 32.62 | N/A | - |
| Returns for 10 years | 72.52 | N/A | - |
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