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CLBCX vs PLBBX
CLBCX vs PLBBX Comparison
Open Charts CLBCX vs PLBBX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Plumb Balanced Investor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
CLBCX vs PLBBX Comparison Chart in %
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CLBCX vs. PLBBX commentary
Jul 07, 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 CLBCX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. PLBBX (62M). PLBBX pays higher dividends than CLBCX: PLBBX (1.21) vs CLBCX (1.13). CLBCX was incepted earlier than PLBBX: CLBCX (23 years) vs PLBBX (18 years). PLBBX (1.58) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (25.00). CLBCX has a lower initial minimum investment than PLBBX: CLBCX (250) vs PLBBX (2500). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. PLBBX (-0.35). CLBCX return over 5 years is better than : 37.95 vs. PLBBX (16.12).
| CLBCX | PLBBX | CLBCX / PLBBX | |
| Total Expense Ratio | 1.35 | 1.44 | 94% |
| Annual Report Gross Expense Ratio | 1.35 | 1.58 | 85% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 7.660 | 5.486 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.13 | 1.21 | 94% |
| Returns for 1 year | 7.04 | -0.35 | -2,025% |
| Returns for 3 years | 33.08 | 35.18 | 94% |
| Returns for 5 years | 37.95 | 16.12 | 235% |
| Returns for 10 years | 64.69 | 75.56 | 86% |
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