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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Permanent Portfolio Permanent I
Price$62.22
Change+$2.61 (+4.38%)
VolumeN/A
Net Assets4.18B
CLBCX vs PRPFX Comparison Chart
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CLBCX vs. PRPFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 217B vs. PRPFX (4.18B). CLBCX pays higher dividends than PRPFX: CLBCX (1.22) vs PRPFX (0.89). CLBCX was incepted earlier than PRPFX: CLBCX (23 years) vs PRPFX (42 years). CLBCX (1.37) is less costly to investors than PRPFX (0.82). 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 : 8.12 vs. CLBCX (-4.29). PRPFX return over 5 years is better than : 61.16 vs. CLBCX (26.95).
| CLBCX | PRPFX | CLBCX / PRPFX | |
| Total Expense Ratio | 1.37 | 0.82 | 167% |
| Annual Report Gross Expense Ratio | 1.37 | 0.82 | 167% |
| Fund Existence | 23 years | 42 years | - |
| Gain YTD | -7.141 | -0.782 | 913% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 217B | 4.18B | 5,198% |
| Annual Yield % from dividends | 1.22 | 0.89 | 138% |
| Returns for 1 year | -4.29 | 8.12 | -53% |
| Returns for 3 years | 3.74 | 21.83 | 17% |
| Returns for 5 years | 26.95 | 61.16 | 44% |
| Returns for 10 years | 40.09 | 60.25 | 67% |