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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Plumb Balanced Investor
Price$37.52
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets65.6M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Jan 15, 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 (65.6M). PLBBX pays higher dividends than CLBFX: PLBBX (9.39) vs CLBFX (2.08). 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). CLBFX annual gain was more profitable for investors over the last year : 14.42 vs. PLBBX (12.78). CLBFX return over 5 years is better than : 39.53 vs. PLBBX (6.03).
| 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 | 2.357 | 1.269 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 65.6M | 411,585% |
| Annual Yield % from dividends | 2.08 | 9.39 | 22% |
| Returns for 1 year | 14.42 | 12.78 | 113% |
| Returns for 3 years | 38.39 | 44.99 | 85% |
| Returns for 5 years | 39.53 | 6.03 | 655% |
| Returns for 10 years | 105.76 | 103.40 | 102% |
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