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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Plumb Balanced Investor
Price$37.16
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets65.46M
CLBFX vs PLBBX Comparison Chart
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CLBFX vs. PLBBX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PLBBX (65.5M). CLBFX pays higher dividends than PLBBX: CLBFX (2.39) vs PLBBX (0.85). CLBFX was incepted earlier than PLBBX: CLBFX (22 years) vs PLBBX (18 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PLBBX (36.00). 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 : 12.43 vs. PLBBX (9.28). CLBFX return over 5 years is better than : 32.62 vs. PLBBX (13.07).
| CLBFX | PLBBX | CLBFX / PLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 1.958 | 1.419 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 65.5M | 366,412% |
| Annual Yield % from dividends | 2.39 | 0.85 | 281% |
| Returns for 1 year | 12.43 | 9.28 | 134% |
| Returns for 3 years | 14.37 | 4.04 | 355% |
| Returns for 5 years | 32.62 | 13.07 | 250% |
| Returns for 10 years | 72.52 | 73.81 | 98% |
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