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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$37.88
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
CLBFX vs PLBBX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. PLBBX (62.6M). CLBFX pays higher dividends than PLBBX: CLBFX (1.94) vs PLBBX (1.17). 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 : 10.11 vs. PLBBX (4.44). CLBFX return over 5 years is better than : 42.70 vs. PLBBX (12.28).
| 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 | 11.495 | 8.133 | 141% |
| 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 | 1.94 | 1.17 | 166% |
| Returns for 1 year | 10.11 | 4.44 | 228% |
| Returns for 3 years | 41.65 | 35.10 | 119% |
| Returns for 5 years | 42.70 | 12.28 | 348% |
| Returns for 10 years | 92.18 | 83.41 | 111% |
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