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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Plumb Balanced Investor
Price$40.25
Change-$0.65 (-1.59%)
VolumeN/A
Net Assets66.89M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Nov 14, 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 BALCX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. PLBBX (66.9M). PLBBX (1.13) and BALCX (1.10) have matching dividends . BALCX was incepted earlier than PLBBX: BALCX (25 years) vs PLBBX (18 years). PLBBX (1.53) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). BALCX has a lower initial minimum investment than PLBBX: BALCX (250) vs PLBBX (2500). BALCX annual gain was more profitable for investors over the last year : 7.94 vs. PLBBX (1.13). BALCX return over 5 years is better than : 35.35 vs. PLBBX (11.62).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.31 | 1.44 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.53 | 86% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 14.101 | 11.627 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 66.9M | 402,093% |
| Annual Yield % from dividends | 1.10 | 1.13 | 97% |
| Returns for 1 year | 7.94 | 1.13 | 705% |
| Returns for 3 years | 39.68 | 35.75 | 111% |
| Returns for 5 years | 35.35 | 11.62 | 304% |
| Returns for 10 years | 66.50 | 90.87 | 73% |
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