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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
Plumb Balanced Investor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.52M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Jul 04, 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: 251B vs. PLBBX (61.5M). CLBFX pays higher dividends than PLBBX: CLBFX (1.99) vs PLBBX (1.21). CLBFX was incepted earlier than PLBBX: CLBFX (23 years) vs PLBBX (18 years). PLBBX (1.58) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). 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 : 8.02 vs. PLBBX (-1.12). CLBFX return over 5 years is better than : 44.49 vs. PLBBX (15.22).
| CLBFX | PLBBX | CLBFX / PLBBX | |
| Total Expense Ratio | 0.67 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.58 | 42% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.169 | 4.667 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 61.5M | 408,130% |
| Annual Yield % from dividends | 1.99 | 1.21 | 164% |
| Returns for 1 year | 8.02 | -1.12 | -716% |
| Returns for 3 years | 36.80 | 34.13 | 108% |
| Returns for 5 years | 44.49 | 15.22 | 292% |
| Returns for 10 years | 81.14 | 74.19 | 109% |
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