CLBCX
Price
$36.83
Change
+$0.21 (+0.57%)
Updated
Jul 9 closing price
Net Assets
252.22B
PRPFX
Price
$68.55
Change
+$0.17 (+0.25%)
Updated
Jul 10 closing price
Net Assets
4.91B
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CLBCX vs PRPFX

Header iconCLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFXBanner chart's image
American Funds American Balanced 529C
Price$36.83
Change+$0.21 (+0.57%)
VolumeN/A
Net Assets252.22B
Permanent Portfolio Permanent I
Price$68.55
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets4.91B
CLBCX vs PRPFX Comparison Chart in %
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CLBCX vs. PRPFX commentary
Jul 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 Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. PRPFX (4.91B). CLBCX pays higher dividends than PRPFX: CLBCX (1.13) vs PRPFX (0.83). CLBCX was incepted earlier than PRPFX: CLBCX (23 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 : 19.89 vs. CLBCX (6.71). PRPFX return over 5 years is better than : 66.81 vs. CLBCX (36.71).
CLBCXPRPFXCLBCX / PRPFX
Total Expense Ratio1.350.81167%
Annual Report Gross Expense Ratio1.350.81167%
Fund Existence23 years43 years-
Gain YTD7.57213.81555%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/A1000-
Net Assets252B4.91B5,136%
Annual Yield % from dividends1.130.83136%
Returns for 1 year6.7119.8934%
Returns for 3 years32.8356.9158%
Returns for 5 years36.7166.8155%
Returns for 10 years64.1589.0072%
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