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CLBFX vs PRPHX
CLBFX vs PRPHX Comparison
Open Charts CLBFX vs PRPHX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Permanent Portfolio Permanent C
Price$61.55
Change-$0.73 (-1.17%)
VolumeN/A
Net Assets3.8B
CLBFX vs PRPHX Comparison Chart
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CLBFX vs. PRPHX commentary
Feb 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 Hold and PRPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. PRPHX (3.8B). 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 : 23.58 vs. CLBFX (9.36). PRPHX return over 5 years is better than : 49.35 vs. CLBFX (32.87).
| 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 | 2.894 | 6.157 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 3.8B | 6,362% |
| Annual Yield % from dividends | 2.39 | 0.00 | - |
| Returns for 1 year | 9.36 | 23.58 | 40% |
| Returns for 3 years | 19.64 | 31.24 | 63% |
| Returns for 5 years | 32.87 | 49.35 | 67% |
| Returns for 10 years | 68.67 | N/A | - |
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