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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
Plumb Balanced Investor
Price$37.15
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets60.11M
CLBFX vs PLBBX Comparison Chart
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CLBFX vs. PLBBX commentary
Jun 07, 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: 243B vs. PLBBX (60.1M). CLBFX pays higher dividends than PLBBX: CLBFX (2.07) vs PLBBX (1.26). 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 (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 : 7.12 vs. PLBBX (-1.50). CLBFX return over 5 years is better than : 37.52 vs. PLBBX (12.93).
| 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 | 4.660 | 1.447 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 60.1M | 404,326% |
| Annual Yield % from dividends | 2.07 | 1.26 | 165% |
| Returns for 1 year | 7.12 | -1.50 | -473% |
| Returns for 3 years | 24.88 | 19.23 | 129% |
| Returns for 5 years | 37.52 | 12.93 | 290% |
| Returns for 10 years | 75.19 | 68.91 | 109% |
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