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CLBCX vs PLBBX
CLBCX vs PLBBX Comparison
Open Charts CLBCX vs PLBBX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Plumb Balanced Investor
Price$37.14
Change-$0.48 (-1.28%)
VolumeN/A
Net Assets59.81M
CLBCX vs PLBBX Comparison Chart
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CLBCX 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 CLBCX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. PLBBX (59.8M). PLBBX pays higher dividends than CLBCX: PLBBX (1.26) vs CLBCX (1.18). 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 : 4.49 vs. PLBBX (-2.22). CLBCX return over 5 years is better than : 34.93 vs. PLBBX (15.57).
| 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 | 4.067 | 1.365 | 298% |
| 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 | 1.18 | 1.26 | 94% |
| Returns for 1 year | 4.49 | -2.22 | -202% |
| Returns for 3 years | 30.63 | 30.93 | 99% |
| Returns for 5 years | 34.93 | 15.57 | 224% |
| Returns for 10 years | 57.89 | 68.18 | 85% |
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