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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Permanent Portfolio Permanent I
Price$73.54
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets6.24B
CLBCX vs PRPFX Comparison Chart in %
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CLBCX vs. PRPFX commentary
Nov 20, 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 Hold and PRPFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. PRPFX (6.24B). CLBCX pays higher dividends than PRPFX: CLBCX (1.04) vs PRPFX (0.76). CLBCX was incepted earlier than PRPFX: CLBCX (24 years) vs PRPFX (43 years). CLBCX (1.35) is less costly to investors than PRPFX (0.81). 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 : 17.93 vs. CLBCX (8.18). PRPFX return over 5 years is better than : 63.26 vs. CLBCX (35.38).
| CLBCX | PRPFX | CLBCX / PRPFX | |
| Total Expense Ratio | 1.35 | 0.81 | 167% |
| Annual Report Gross Expense Ratio | 1.35 | 0.81 | 167% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 13.269 | 22.370 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 263B | 6.24B | 4,215% |
| Annual Yield % from dividends | 1.04 | 0.76 | 136% |
| Returns for 1 year | 8.18 | 17.93 | 46% |
| Returns for 3 years | 38.51 | 58.66 | 66% |
| Returns for 5 years | 35.38 | 63.26 | 56% |
| Returns for 10 years | 70.03 | 110.09 | 64% |