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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Plumb Balanced Investor
Price$39.87
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets62.35M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Aug 29, 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: 255B vs. PLBBX (62.4M). CLBFX pays higher dividends than PLBBX: CLBFX (1.97) vs PLBBX (1.18). CLBFX was incepted earlier than PLBBX: CLBFX (23 years) vs PLBBX (18 years). PLBBX (1.53) 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 : 8.22 vs. PLBBX (2.83). CLBFX return over 5 years is better than : 40.33 vs. PLBBX (9.48).
| CLBFX | PLBBX | CLBFX / PLBBX | |
| Total Expense Ratio | 0.67 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.53 | 44% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 10.730 | 8.379 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 62.4M | 408,654% |
| Annual Yield % from dividends | 1.97 | 1.18 | 167% |
| Returns for 1 year | 8.22 | 2.83 | 290% |
| Returns for 3 years | 37.31 | 31.16 | 120% |
| Returns for 5 years | 40.33 | 9.48 | 425% |
| Returns for 10 years | 90.86 | 84.08 | 108% |
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