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CLBFX vs PRPHX
CLBFX vs PRPHX Comparison
Open Charts CLBFX vs PRPHX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Permanent Portfolio Permanent C
Price$63.34
Change-$0.27 (-0.42%)
VolumeN/A
Net Assets4.65B
CLBFX vs PRPHX Comparison Chart
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CLBFX vs. PRPHX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. PRPHX (4.65B). CLBFX pays higher dividends than PRPHX: CLBFX (2.15) vs PRPHX (0.11). CLBFX was incepted earlier than PRPHX: CLBFX (23 years) vs PRPHX (9 years). PRPHX (1.82) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PRPHX (22.14). 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 : 18.17 vs. CLBFX (4.91). PRPHX return over 5 years is better than : 60.92 vs. CLBFX (41.02).
| CLBFX | PRPHX | CLBFX / PRPHX | |
| Total Expense Ratio | 0.67 | 1.82 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.82 | 37% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 2.050 | 9.710 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.65B | 5,115% |
| Annual Yield % from dividends | 2.15 | 0.11 | 2,028% |
| Returns for 1 year | 4.91 | 18.17 | 27% |
| Returns for 3 years | 24.46 | 39.62 | 62% |
| Returns for 5 years | 41.02 | 60.92 | 67% |
| Returns for 10 years | 67.75 | N/A | - |
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