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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Plumb Balanced Investor
Price$38.65
Change+$0.30 (+0.78%)
VolumeN/A
Net Assets61.99M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Jul 07, 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: 252B vs. PLBBX (62M). CLBFX pays higher dividends than PLBBX: CLBFX (1.99) vs PLBBX (1.21). CLBFX was incepted earlier than PLBBX: CLBFX (23 years) vs PLBBX (18 years). PLBBX (1.58) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PLBBX (25.00). 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 : 8.02 vs. PLBBX (-0.35). CLBFX return over 5 years is better than : 44.49 vs. PLBBX (16.12).
| CLBFX | PLBBX | CLBFX / PLBBX | |
| Total Expense Ratio | 0.67 | 1.44 | 47% |
| Annual Report Gross Expense Ratio | 0.67 | 1.58 | 42% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.169 | 5.486 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 62M | 406,452% |
| Annual Yield % from dividends | 1.99 | 1.21 | 164% |
| Returns for 1 year | 8.02 | -0.35 | -2,307% |
| Returns for 3 years | 36.80 | 35.18 | 105% |
| Returns for 5 years | 44.49 | 16.12 | 276% |
| Returns for 10 years | 81.14 | 75.56 | 107% |
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