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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Plumb Balanced Investor
Price$40.22
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets66.06M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Oct 19, 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 CLBFX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. PLBBX (66.1M). CLBFX pays higher dividends than PLBBX: CLBFX (1.89) vs PLBBX (1.16). CLBFX was incepted earlier than PLBBX: CLBFX (23 years) vs PLBBX (18 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 : 8.84 vs. PLBBX (1.20). CLBFX return over 5 years is better than : 45.11 vs. PLBBX (9.98).
| 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 | 18 years | - |
| Gain YTD | 14.767 | 9.252 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 66.1M | 402,421% |
| Annual Yield % from dividends | 1.89 | 1.16 | 163% |
| Returns for 1 year | 8.84 | 1.20 | 737% |
| Returns for 3 years | 52.03 | 41.56 | 125% |
| Returns for 5 years | 45.11 | 9.98 | 452% |
| Returns for 10 years | 91.64 | 84.65 | 108% |
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