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CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Plumb Balanced A
Price$39.06
Change-$0.18 (-0.46%)
VolumeN/A
CapitalizationN/A
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CLBFX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. PLABX (73.1M). 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 (24.60) and PLABX (23.48) have marching annual gain over last year.
| 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 | 14.164 | 14.244 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 73.1M | 322,845% |
| Annual Yield % from dividends | 2.39 | 1.03 | 232% |
| Returns for 1 year | 24.60 | 23.48 | 105% |
| Returns for 3 years | 16.88 | -5.90 | -286% |
| Returns for 5 years | 42.98 | N/A | - |
| Returns for 10 years | 70.31 | N/A | - |
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