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CLBCX vs PRPHX
CLBCX vs PRPHX Comparison
Open Charts CLBCX vs PRPHX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Permanent Portfolio Permanent C
Price$62.22
Change+$0.81 (+1.32%)
VolumeN/A
Net Assets4.32B
CLBCX vs PRPHX Comparison Chart
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CLBCX vs. PRPHX commentary
Apr 25, 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: 227B vs. PRPHX (4.32B). CLBCX pays higher dividends than PRPHX: CLBCX (1.22) vs PRPHX (0.11). CLBCX was incepted earlier than PRPHX: CLBCX (23 years) vs PRPHX (9 years). PRPHX (1.82) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. PRPHX (15.26). 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 : 16.72 vs. CLBCX (3.40). PRPHX return over 5 years is better than : 63.91 vs. CLBCX (32.42).
| CLBCX | PRPHX | CLBCX / PRPHX | |
| Total Expense Ratio | 1.37 | 1.82 | 75% |
| Annual Report Gross Expense Ratio | 1.37 | 1.82 | 75% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -1.773 | 5.916 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 4.32B | 5,257% |
| Annual Yield % from dividends | 1.22 | 0.11 | 1,134% |
| Returns for 1 year | 3.40 | 16.72 | 20% |
| Returns for 3 years | 13.04 | 30.47 | 43% |
| Returns for 5 years | 32.42 | 63.91 | 51% |
| Returns for 10 years | 47.25 | N/A | - |