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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Permanent Portfolio Permanent I
Price$62.08
Change+$0.20 (+0.32%)
VolumeN/A
Net Assets3.92B
CLBCX vs PRPFX Comparison Chart
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CLBCX vs. PRPFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. PRPFX (3.92B). 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 : 24.65 vs. CLBCX (11.42). PRPFX return over 5 years is better than : 54.25 vs. CLBCX (26.62).
| 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 | 1.894 | 3.329 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 240B | 3.92B | 6,118% |
| Annual Yield % from dividends | 1.52 | 0.61 | 251% |
| Returns for 1 year | 11.42 | 24.65 | 46% |
| Returns for 3 years | 11.24 | 28.79 | 39% |
| Returns for 5 years | 26.62 | 54.25 | 49% |
| Returns for 10 years | 56.78 | 62.75 | 90% |
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