Interact to see
Advertisement
Advertisement
BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Plumb Balanced Investor
Price$39.85
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
BALCX vs PLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. PLBBX commentary
Sep 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 BALCX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. PLBBX (62.6M). PLBBX (1.17) and BALCX (1.16) 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 : 9.12 vs. PLBBX (4.44). BALCX return over 5 years is better than : 35.50 vs. PLBBX (12.28).
| 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 | 10.835 | 8.133 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 62.6M | 413,738% |
| Annual Yield % from dividends | 1.16 | 1.17 | 99% |
| Returns for 1 year | 9.12 | 4.44 | 205% |
| Returns for 3 years | 37.20 | 35.10 | 106% |
| Returns for 5 years | 35.50 | 12.28 | 289% |
| Returns for 10 years | 67.85 | 83.41 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement