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CLBCX vs PRPHX
CLBCX vs PRPHX Comparison
Open Charts CLBCX vs PRPHX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Permanent Portfolio Permanent C
Price$67.77
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets5.16B
CLBCX vs PRPHX Comparison Chart in %
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CLBCX vs. PRPHX commentary
Sep 08, 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 PRPHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. PRPHX (5.16B). CLBCX pays higher dividends than PRPHX: CLBCX (1.11) vs PRPHX (0.10). CLBCX was incepted earlier than PRPHX: CLBCX (24 years) vs PRPHX (9 years). PRPHX (1.81) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PRPHX (22.14). CLBCX has a lower initial minimum investment than PRPHX: CLBCX (250) vs PRPHX (1000). PRPHX annual gain was more profitable for investors over the last year : 22.03 vs. CLBCX (9.15). PRPHX return over 5 years is better than : 54.00 vs. CLBCX (36.30).
| CLBCX | PRPHX | CLBCX / PRPHX | |
| Total Expense Ratio | 1.35 | 1.81 | 75% |
| Annual Report Gross Expense Ratio | 1.35 | 1.81 | 75% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 10.785 | 17.144 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 5.16B | 5,023% |
| Annual Yield % from dividends | 1.11 | 0.10 | 1,130% |
| Returns for 1 year | 9.15 | 22.03 | 42% |
| Returns for 3 years | 37.75 | 55.63 | 68% |
| Returns for 5 years | 36.30 | 54.00 | 67% |
| Returns for 10 years | 74.80 | N/A | - |
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