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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
Plumb Balanced Investor
Price$35.13
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets58.31M
CLBFX vs PLBBX Comparison Chart
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CLBFX vs. PLBBX commentary
Apr 28, 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: 231B vs. PLBBX (58.3M). 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 : 5.03 vs. PLBBX (-3.29). CLBFX return over 5 years is better than : 39.15 vs. PLBBX (20.04).
| 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 | -1.118 | -4.121 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 58.3M | 396,226% |
| Annual Yield % from dividends | 2.14 | 1.31 | 164% |
| Returns for 1 year | 5.03 | -3.29 | -153% |
| Returns for 3 years | 18.22 | 11.98 | 152% |
| Returns for 5 years | 39.15 | 20.04 | 195% |
| Returns for 10 years | 62.42 | 59.01 | 106% |
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