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CLBFX vs PRPHX
CLBFX vs PRPHX Comparison
Open Charts CLBFX vs PRPHX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Permanent Portfolio Permanent C
Price$69.43
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets5.61B
CLBFX vs PRPHX Comparison Chart in %
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CLBFX vs. PRPHX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. PRPHX (5.61B). CLBFX pays higher dividends than PRPHX: CLBFX (1.94) vs PRPHX (0.10). CLBFX was incepted earlier than PRPHX: CLBFX (23 years) vs PRPHX (9 years). PRPHX (1.81) 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 : 18.96 vs. CLBFX (7.93). PRPHX return over 5 years is better than : 63.45 vs. CLBFX (47.10).
| CLBFX | PRPHX | CLBFX / PRPHX | |
| Total Expense Ratio | 0.67 | 1.81 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.81 | 37% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 12.937 | 19.748 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 5.61B | 4,690% |
| Annual Yield % from dividends | 1.94 | 0.10 | 1,983% |
| Returns for 1 year | 7.93 | 18.96 | 42% |
| Returns for 3 years | 52.34 | 67.08 | 78% |
| Returns for 5 years | 47.10 | 63.45 | 74% |
| Returns for 10 years | 98.95 | N/A | - |
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