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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Plumb Balanced Investor
Price$40.60
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets65.78M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Dec 05, 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 StrongBuy and PLBBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PLBBX (65.8M). CLBFX pays higher dividends than PLBBX: CLBFX (1.83) vs PLBBX (1.15). 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 : 9.92 vs. PLBBX (0.09). CLBFX return over 5 years is better than : 41.82 vs. PLBBX (7.05).
| 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 | 17.277 | 10.808 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 65.8M | 408,815% |
| Annual Yield % from dividends | 1.83 | 1.15 | 160% |
| Returns for 1 year | 9.92 | 0.09 | 10,916% |
| Returns for 3 years | 42.21 | 33.03 | 128% |
| Returns for 5 years | 41.82 | 7.05 | 593% |
| Returns for 10 years | 91.38 | 85.14 | 107% |
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