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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$35.33
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets241.02B
Permanent Portfolio Permanent I
Price$66.11
Change-$0.20 (-0.30%)
VolumeN/A
Net Assets4.65B
CLBCX vs PRPFX Comparison Chart
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CLBCX vs. PRPFX commentary
Jun 02, 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 CLBCX is a Buy and PRPFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. PRPFX (4.65B). CLBCX pays higher dividends than PRPFX: CLBCX (1.18) vs PRPFX (0.85). CLBCX was incepted earlier than PRPFX: CLBCX (23 years) vs PRPFX (43 years). CLBCX (1.35) is less costly to investors than PRPFX (0.82). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PRPFX (22.14). 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 : 19.50 vs. CLBCX (6.87). PRPFX return over 5 years is better than : 67.04 vs. CLBCX (33.59).
| CLBCX | PRPFX | CLBCX / PRPFX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.82 | 165% |
| Fund Existence | 23 years | 43 years | - |
| Gain YTD | 3.070 | 10.037 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 241B | 4.65B | 5,179% |
| Annual Yield % from dividends | 1.18 | 0.85 | 139% |
| Returns for 1 year | 6.87 | 19.50 | 35% |
| Returns for 3 years | 19.54 | 41.26 | 47% |
| Returns for 5 years | 33.59 | 67.04 | 50% |
| Returns for 10 years | 55.56 | 78.52 | 71% |
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