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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Permanent Portfolio Permanent I
Price$74.07
Change+$0.54 (+0.73%)
VolumeN/A
Net Assets5.61B
CLBCX vs PRPFX Comparison Chart in %
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CLBCX vs. PRPFX commentary
Oct 09, 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: 266B vs. PRPFX (5.61B). CLBCX pays higher dividends than PRPFX: CLBCX (1.06) vs PRPFX (0.77). 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 : 21.86 vs. CLBCX (9.10). PRPFX return over 5 years is better than : 67.68 vs. CLBCX (39.00).
| 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 | 14.233 | 22.387 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 266B | 5.61B | 4,743% |
| Annual Yield % from dividends | 1.06 | 0.77 | 136% |
| Returns for 1 year | 9.10 | 21.86 | 42% |
| Returns for 3 years | 49.10 | 68.31 | 72% |
| Returns for 5 years | 39.00 | 67.68 | 58% |
| Returns for 10 years | 76.20 | 104.02 | 73% |
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