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CLBFX vs PLABX
CLBFX vs PLABX Comparison
Open Charts CLBFX vs PLABX
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
Plumb Balanced A
Price$34.97
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets58.01M
CLBFX vs PLABX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 230B vs. PLABX (58M). 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 : 5.03 vs. PLABX (1.03).
| 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 | -1.118 | -4.607 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 58M | 396,552% |
| Annual Yield % from dividends | 2.14 | 6.46 | 33% |
| Returns for 1 year | 5.03 | 1.03 | 487% |
| Returns for 3 years | 18.22 | 16.74 | 109% |
| Returns for 5 years | 39.15 | N/A | - |
| Returns for 10 years | 62.42 | N/A | - |
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