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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Plumb Balanced Investor
Price$39.52
Change-$0.32 (-0.80%)
VolumeN/A
Net Assets65.16M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Nov 20, 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 Hold and PLBBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. PLBBX (65.2M). CLBFX pays higher dividends than PLBBX: CLBFX (1.86) vs PLBBX (1.13). CLBFX was incepted earlier than PLBBX: CLBFX (23 years) vs PLBBX (19 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 : 8.95 vs. PLBBX (0.42). CLBFX return over 5 years is better than : 40.97 vs. PLBBX (8.30).
| 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 | 19 years | - |
| Gain YTD | 13.881 | 8.734 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 65.2M | 404,908% |
| Annual Yield % from dividends | 1.86 | 1.13 | 165% |
| Returns for 1 year | 8.95 | 0.42 | 2,140% |
| Returns for 3 years | 42.00 | 33.14 | 127% |
| Returns for 5 years | 40.97 | 8.30 | 494% |
| Returns for 10 years | 86.36 | 81.92 | 105% |
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