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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$38.38
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Plumb Balanced Investor
Price$40.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets63.2M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PLBBX (63.2M). CLBFX pays higher dividends than PLBBX: CLBFX (1.94) vs PLBBX (1.17). 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 : 9.41 vs. PLBBX (3.98). CLBFX return over 5 years is better than : 45.86 vs. PLBBX (16.58).
| 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 | 12.967 | 9.334 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 63.2M | 416,139% |
| Annual Yield % from dividends | 1.94 | 1.17 | 166% |
| Returns for 1 year | 9.41 | 3.98 | 237% |
| Returns for 3 years | 44.19 | 38.12 | 116% |
| Returns for 5 years | 45.86 | 16.58 | 277% |
| Returns for 10 years | 95.15 | 85.12 | 112% |
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