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CLBFX vs PRPHX
CLBFX vs PRPHX Comparison
Open Charts CLBFX vs PRPHX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Permanent Portfolio Permanent C
Price$59.88
Change+$0.19 (+0.32%)
VolumeN/A
Net Assets3.92B
CLBFX vs PRPHX Comparison Chart
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CLBFX vs. PRPHX commentary
Jan 19, 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 CLBFX is a Buy and PRPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. PRPHX (3.92B). CLBFX pays higher dividends than PRPHX: CLBFX (2.39) vs PRPHX (0.00). CLBFX was incepted earlier than PRPHX: CLBFX (22 years) vs PRPHX (9 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. PRPHX (15.26). CLBFX has a lower initial minimum investment than PRPHX: CLBFX (250) vs PRPHX (1000). PRPHX annual gain was more profitable for investors over the last year : 23.37 vs. CLBFX (12.43). PRPHX return over 5 years is better than : 46.46 vs. CLBFX (32.62).
| CLBFX | PRPHX | CLBFX / PRPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 1.958 | 3.277 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 3.92B | 6,118% |
| Annual Yield % from dividends | 2.39 | 0.00 | - |
| Returns for 1 year | 12.43 | 23.37 | 53% |
| Returns for 3 years | 14.37 | 24.89 | 58% |
| Returns for 5 years | 32.62 | 46.46 | 70% |
| Returns for 10 years | 72.52 | N/A | - |
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