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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$36.71
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets252.98B
Permanent Portfolio Permanent I
Price$68.19
Change-$0.12 (-0.18%)
VolumeN/A
Net Assets4.91B
CLBCX vs PRPFX Comparison Chart in %
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CLBCX vs. PRPFX commentary
Aug 02, 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: 253B vs. PRPFX (4.91B). CLBCX pays higher dividends than PRPFX: CLBCX (1.12) 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 : 20.41 vs. CLBCX (6.67). PRPFX return over 5 years is better than : 58.80 vs. CLBCX (33.89).
| CLBCX | PRPFX | CLBCX / PRPFX | |
| Total Expense Ratio | 1.35 | 0.81 | 167% |
| Annual Report Gross Expense Ratio | 1.35 | 0.81 | 167% |
| Fund Existence | 23 years | 43 years | - |
| Gain YTD | 7.222 | 13.698 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 253B | 4.91B | 5,156% |
| Annual Yield % from dividends | 1.12 | 0.83 | 136% |
| Returns for 1 year | 6.67 | 20.41 | 33% |
| Returns for 3 years | 28.90 | 50.31 | 57% |
| Returns for 5 years | 33.89 | 58.80 | 58% |
| Returns for 10 years | 62.04 | 93.36 | 66% |
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