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BALCX vs PLBBX
BALCX vs PLBBX Comparison
Open Charts BALCX vs PLBBX
American Funds American Balanced C
Price$39.47
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets269.37B
Plumb Balanced Investor
Price$40.60
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets65.78M
BALCX vs PLBBX Comparison Chart in %
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BALCX vs. PLBBX commentary
Dec 05, 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 StrongBuy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. PLBBX (65.8M). PLBBX pays higher dividends than BALCX: PLBBX (1.15) vs BALCX (1.08). 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 annual gain was more profitable for investors over the last year : 8.95 vs. PLBBX (0.09). BALCX return over 5 years is better than : 34.67 vs. PLBBX (7.05).
| 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 | 16.341 | 10.808 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 65.8M | 408,815% |
| Annual Yield % from dividends | 1.08 | 1.15 | 95% |
| Returns for 1 year | 8.95 | 0.09 | 9,843% |
| Returns for 3 years | 37.95 | 33.03 | 115% |
| Returns for 5 years | 34.67 | 7.05 | 492% |
| Returns for 10 years | 67.52 | 85.14 | 79% |
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