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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Plumb Balanced Investor
Price$37.14
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
BALCX vs PLBBX Comparison Chart
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BALCX vs. PLBBX commentary
Jun 16, 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: 244B vs. PLBBX (59.8M). PLBBX (1.26) and BALCX (1.24) 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 : 4.49 vs. PLBBX (-2.22). BALCX return over 5 years is better than : 34.15 vs. PLBBX (15.57).
| 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 | 4.121 | 1.365 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 59.8M | 408,027% |
| Annual Yield % from dividends | 1.24 | 1.26 | 99% |
| Returns for 1 year | 4.49 | -2.22 | -202% |
| Returns for 3 years | 30.13 | 30.93 | 97% |
| Returns for 5 years | 34.15 | 15.57 | 219% |
| Returns for 10 years | 51.38 | 68.18 | 75% |
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