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CLBFX vs PLBBX
CLBFX vs PLBBX Comparison
Open Charts CLBFX vs PLBBX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Plumb Balanced Investor
Price$40.25
Change-$0.65 (-1.59%)
VolumeN/A
Net Assets66.89M
CLBFX vs PLBBX Comparison Chart in %
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CLBFX vs. PLBBX commentary
Nov 14, 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: 269B vs. PLBBX (66.9M). CLBFX pays higher dividends than PLBBX: CLBFX (1.86) vs PLBBX (1.13). 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 : 8.91 vs. PLBBX (1.13). CLBFX return over 5 years is better than : 42.56 vs. PLBBX (11.62).
| 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 | 14.974 | 11.627 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 66.9M | 402,093% |
| Annual Yield % from dividends | 1.86 | 1.13 | 165% |
| Returns for 1 year | 8.91 | 1.13 | 792% |
| Returns for 3 years | 44.01 | 35.75 | 123% |
| Returns for 5 years | 42.56 | 11.62 | 366% |
| Returns for 10 years | 90.28 | 90.87 | 99% |
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