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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Plumb Balanced Investor
Price$37.85
Change-$2.76 (-6.80%)
VolumeN/A
Net Assets66.1M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Feb 04, 2026
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 Hold and PLBBX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. PLBBX (66.1M). PLBBX pays higher dividends than BALCX: PLBBX (9.15) vs BALCX (1.25). BALCX was incepted earlier than PLBBX: BALCX (25 years) vs PLBBX (19 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). PLBBX annual gain was more profitable for investors over the last year : 11.65 vs. BALCX (10.51). BALCX return over 5 years is better than : 31.49 vs. PLBBX (4.36).
| 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 | 19 years | - |
| Gain YTD | 2.396 | 2.159 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 66.1M | 408,472% |
| Annual Yield % from dividends | 1.25 | 9.15 | 14% |
| Returns for 1 year | 10.51 | 11.65 | 90% |
| Returns for 3 years | 33.72 | 39.93 | 84% |
| Returns for 5 years | 31.49 | 4.36 | 723% |
| Returns for 10 years | 79.52 | 109.08 | 73% |
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