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CLBCX vs PRPDX
CLBCX vs PRPDX Comparison
Open Charts CLBCX vs PRPDX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Permanent Portfolio Permanent A
Price$68.74
Change-$0.14 (-0.20%)
VolumeN/A
Net Assets5.16B
CLBCX vs PRPDX Comparison Chart in %
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CLBCX vs. PRPDX commentary
Aug 18, 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 CLBCX is a Buy and PRPDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. PRPDX (5.16B). CLBCX pays higher dividends than PRPDX: CLBCX (1.12) vs PRPDX (0.60). CLBCX was incepted earlier than PRPDX: CLBCX (24 years) vs PRPDX (9 years). CLBCX (1.35) is less costly to investors than PRPDX (1.06). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PRPDX (22.14). CLBCX has a lower initial minimum investment than PRPDX: CLBCX (250) vs PRPDX (1000). PRPDX annual gain was more profitable for investors over the last year : 20.14 vs. CLBCX (7.14). PRPDX return over 5 years is better than : 56.43 vs. CLBCX (34.64).
| CLBCX | PRPDX | CLBCX / PRPDX | |
| Total Expense Ratio | 1.35 | 1.06 | 127% |
| Annual Report Gross Expense Ratio | 1.35 | 1.06 | 127% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 9.208 | 14.931 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.16B | 4,965% |
| Annual Yield % from dividends | 1.12 | 0.60 | 186% |
| Returns for 1 year | 7.14 | 20.14 | 35% |
| Returns for 3 years | 27.58 | 48.56 | 57% |
| Returns for 5 years | 34.64 | 56.43 | 61% |
| Returns for 10 years | 65.77 | N/A | - |
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