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CLBCX vs PLBBX
CLBCX vs PLBBX Comparison
Open Charts CLBCX vs PLBBX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Plumb Balanced Investor
Price$39.85
Change+$0.31 (+0.78%)
VolumeN/A
Net Assets62.56M
CLBCX vs PLBBX Comparison Chart in %
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CLBCX vs. PLBBX commentary
Sep 08, 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: 259B vs. PLBBX (62.6M). PLBBX pays higher dividends than CLBCX: PLBBX (1.17) vs CLBCX (1.11). CLBCX was incepted earlier than PLBBX: CLBCX (24 years) vs PLBBX (18 years). PLBBX (1.53) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). 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 : 9.15 vs. PLBBX (4.44). CLBCX return over 5 years is better than : 36.30 vs. PLBBX (12.28).
| CLBCX | PLBBX | CLBCX / PLBBX | |
| Total Expense Ratio | 1.35 | 1.44 | 94% |
| Annual Report Gross Expense Ratio | 1.35 | 1.53 | 88% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 10.785 | 8.133 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 62.6M | 413,738% |
| Annual Yield % from dividends | 1.11 | 1.17 | 95% |
| Returns for 1 year | 9.15 | 4.44 | 206% |
| Returns for 3 years | 37.75 | 35.10 | 108% |
| Returns for 5 years | 36.30 | 12.28 | 296% |
| Returns for 10 years | 74.80 | 83.41 | 90% |