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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Plumb Balanced Investor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Jul 07, 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: 252B vs. PLBBX (62M). PLBBX (1.21) and BALCX (1.19) have matching dividends . BALCX was incepted earlier than PLBBX: BALCX (24 years) vs PLBBX (18 years). PLBBX (1.58) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (25.00). 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 : 7.03 vs. PLBBX (-0.35). BALCX return over 5 years is better than : 37.14 vs. PLBBX (16.12).
| BALCX | PLBBX | BALCX / PLBBX | |
| Total Expense Ratio | 1.31 | 1.44 | 91% |
| Annual Report Gross Expense Ratio | 1.31 | 1.58 | 83% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 7.684 | 5.486 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.19 | 1.21 | 98% |
| Returns for 1 year | 7.03 | -0.35 | -2,022% |
| Returns for 3 years | 32.51 | 35.18 | 92% |
| Returns for 5 years | 37.14 | 16.12 | 230% |
| Returns for 10 years | 58.16 | 75.56 | 77% |
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