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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets253.12B
Plumb Balanced Investor
Price$38.91
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets61.9M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Aug 08, 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: 253B vs. PLBBX (61.9M). 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 (1.58) 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 : 10.98 vs. PLBBX (6.18). CLBFX return over 5 years is better than : 39.59 vs. PLBBX (13.32).
| CLBFX | PLBBX | CLBFX / PLBBX | |
| Total Expense Ratio | 0.67 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.58 | 42% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.728 | 6.523 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 61.9M | 408,724% |
| Annual Yield % from dividends | 1.97 | 1.18 | 167% |
| Returns for 1 year | 10.98 | 6.18 | 178% |
| Returns for 3 years | 32.87 | 23.95 | 137% |
| Returns for 5 years | 39.59 | 13.32 | 297% |
| Returns for 10 years | 80.83 | 75.06 | 108% |
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