Interact to see
Advertisement
Advertisement
CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$34.76
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Plumb Balanced A
Price$36.47
Change-$0.45 (-1.22%)
VolumeN/A
Net Assets60.6M
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: 240B vs. PLABX (60.6M). PLABX pays higher dividends than CLBFX: PLABX (6.45) vs CLBFX (2.15). 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 : 4.45 vs. PLABX (3.43).
| 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 | 1.962 | 1.234 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 60.6M | 396,040% |
| Annual Yield % from dividends | 2.15 | 6.45 | 33% |
| Returns for 1 year | 4.45 | 3.43 | 130% |
| Returns for 3 years | 25.32 | 30.27 | 84% |
| Returns for 5 years | 40.89 | N/A | - |
| Returns for 10 years | 67.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers