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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Permanent Portfolio Permanent I
Price$60.11
Change-$1.06 (-1.73%)
VolumeN/A
CapitalizationN/A
CLBCX vs PRPFX Comparison Chart
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CLBCX vs. PRPFX commentary
Dec 19, 2024
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 CLBCX is a Hold and PRPFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. PRPFX (3.75B). CLBCX pays higher dividends than PRPFX: CLBCX (1.52) vs PRPFX (0.61). CLBCX was incepted earlier than PRPFX: CLBCX (23 years) vs PRPFX (42 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PRPFX (15.26). CLBCX has a lower initial minimum investment than PRPFX: CLBCX (250) vs PRPFX (1000). PRPFX annual gain was more profitable for investors over the last year : 21.61 vs. CLBCX (11.92). PRPFX return over 5 years is better than : 57.06 vs. CLBCX (29.69).
| CLBCX | PRPFX | CLBCX / PRPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | 10.944 | 20.475 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 241B | 3.75B | 6,428% |
| Annual Yield % from dividends | 1.52 | 0.61 | 251% |
| Returns for 1 year | 11.92 | 21.61 | 55% |
| Returns for 3 years | 10.88 | 27.39 | 40% |
| Returns for 5 years | 29.69 | 57.06 | 52% |
| Returns for 10 years | 47.43 | 65.55 | 72% |
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