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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Plumb Balanced Investor
Price$37.52
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets65.6M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Jan 15, 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 (65.6M). PLBBX pays higher dividends than BALCX: PLBBX (9.39) vs BALCX (1.28). 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). BALCX (13.38) and PLBBX (12.78) have marching annual gain over last year. BALCX return over 5 years is better than : 32.47 vs. PLBBX (6.03).
| 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 | 2.315 | 1.269 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 65.6M | 411,585% |
| Annual Yield % from dividends | 1.28 | 9.39 | 14% |
| Returns for 1 year | 13.38 | 12.78 | 105% |
| Returns for 3 years | 34.71 | 44.99 | 77% |
| Returns for 5 years | 32.47 | 6.03 | 538% |
| Returns for 10 years | 80.41 | 103.40 | 78% |
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