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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Plumb Balanced Investor
Price$37.85
Change-$2.76 (-6.80%)
VolumeN/A
Net Assets66.1M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Feb 04, 2026
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 CLBFX is a Hold and PLBBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. PLBBX (66.1M). PLBBX pays higher dividends than CLBFX: PLBBX (9.15) vs CLBFX (2.03). CLBFX was incepted earlier than PLBBX: CLBFX (23 years) vs PLBBX (19 years). PLBBX (1.53) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (26.00). CLBFX has a lower initial minimum investment than PLBBX: CLBFX (250) vs PLBBX (2500). PLBBX (11.65) and CLBFX (11.50) have marching annual gain over last year. CLBFX return over 5 years is better than : 38.44 vs. PLBBX (4.36).
| CLBFX | PLBBX | CLBFX / PLBBX | |
| Total Expense Ratio | 0.67 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.53 | 44% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 2.464 | 2.159 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 66.1M | 408,472% |
| Annual Yield % from dividends | 2.03 | 9.15 | 22% |
| Returns for 1 year | 11.50 | 11.65 | 99% |
| Returns for 3 years | 37.33 | 39.93 | 93% |
| Returns for 5 years | 38.44 | 4.36 | 882% |
| Returns for 10 years | 104.71 | 109.08 | 96% |
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