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CLBFX vs PRPHX
CLBFX vs PRPHX Comparison
Open Charts CLBFX vs PRPHX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Permanent Portfolio Permanent C
Price$59.95
Change-$1.75 (-2.84%)
VolumeN/A
Net Assets4.03B
CLBFX vs PRPHX Comparison Chart
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CLBFX vs. PRPHX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. PRPHX (4.03B). CLBFX pays higher dividends than PRPHX: CLBFX (2.14) 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 (0.68). 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 : 16.15 vs. CLBFX (1.49). PRPHX return over 5 years is better than : 77.58 vs. CLBFX (49.30).
| CLBFX | PRPHX | CLBFX / PRPHX | |
| Total Expense Ratio | 0.68 | 1.82 | 37% |
| Annual Report Gross Expense Ratio | 0.68 | 1.82 | 37% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -2.116 | 6.416 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 4.03B | 5,839% |
| Annual Yield % from dividends | 2.14 | 0.11 | 1,987% |
| Returns for 1 year | 1.49 | 16.15 | 9% |
| Returns for 3 years | 10.84 | 25.54 | 42% |
| Returns for 5 years | 49.30 | 77.58 | 64% |
| Returns for 10 years | 62.85 | N/A | - |