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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Permanent Portfolio Permanent I
Price$70.06
Change+$0.32 (+0.46%)
VolumeN/A
Net Assets5.16B
CLBCX vs PRPFX Comparison Chart in %
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CLBCX vs. PRPFX commentary
Aug 29, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 255B vs. PRPFX (5.16B). CLBCX pays higher dividends than PRPFX: CLBCX (1.12) vs PRPFX (0.83). 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 : 19.79 vs. CLBCX (7.27). PRPFX return over 5 years is better than : 57.09 vs. CLBCX (34.02).
| 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 | 10.055 | 16.079 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 255B | 5.16B | 4,946% |
| Annual Yield % from dividends | 1.12 | 0.83 | 136% |
| Returns for 1 year | 7.27 | 19.79 | 37% |
| Returns for 3 years | 33.57 | 54.36 | 62% |
| Returns for 5 years | 34.02 | 57.09 | 60% |
| Returns for 10 years | 73.57 | 99.61 | 74% |