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CLBFX vs PRPHX
CLBFX vs PRPHX Comparison
Open Charts CLBFX vs PRPHX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Permanent Portfolio Permanent C
Price$65.10
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets4.65B
CLBFX vs PRPHX Comparison Chart
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CLBFX vs. PRPHX commentary
Jun 15, 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: 244B vs. PRPHX (4.65B). CLBFX pays higher dividends than PRPHX: CLBFX (2.07) vs PRPHX (0.10). 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 : 20.20 vs. CLBFX (5.44). PRPHX return over 5 years is better than : 60.96 vs. CLBFX (41.30).
| 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 | 4.519 | 12.280 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.65B | 5,244% |
| Annual Yield % from dividends | 2.07 | 0.10 | 1,993% |
| Returns for 1 year | 5.44 | 20.20 | 27% |
| Returns for 3 years | 34.29 | 46.81 | 73% |
| Returns for 5 years | 41.30 | 60.96 | 68% |
| Returns for 10 years | 73.68 | N/A | - |
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