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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$34.25
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
Plumb Balanced Investor
Price$35.59
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets59.53M
CLBFX vs PLBBX Comparison Chart
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CLBFX vs. PLBBX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. PLBBX (59.5M). CLBFX pays higher dividends than PLBBX: CLBFX (2.14) vs PLBBX (1.31). CLBFX was incepted earlier than PLBBX: CLBFX (23 years) vs PLBBX (18 years). PLBBX (1.58) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (25.00). CLBFX has a lower initial minimum investment than PLBBX: CLBFX (250) vs PLBBX (2500). CLBFX annual gain was more profitable for investors over the last year : 3.62 vs. PLBBX (-5.15). CLBFX return over 5 years is better than : 51.73 vs. PLBBX (34.24).
| CLBFX | PLBBX | CLBFX / PLBBX | |
| Total Expense Ratio | 0.68 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.68 | 1.58 | 43% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 0.202 | -3.412 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 59.5M | 393,277% |
| Annual Yield % from dividends | 2.14 | 1.31 | 164% |
| Returns for 1 year | 3.62 | -5.15 | -70% |
| Returns for 3 years | 13.85 | 3.07 | 451% |
| Returns for 5 years | 51.73 | 34.24 | 151% |
| Returns for 10 years | 67.51 | 61.38 | 110% |
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