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CLBCX vs PRPDX
CLBCX vs PRPDX Comparison
Open Charts CLBCX vs PRPDX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Permanent Portfolio Permanent A
Price$70.42
Change+$0.16 (+0.23%)
VolumeN/A
Net Assets5.16B
CLBCX vs PRPDX Comparison Chart in %
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CLBCX vs. PRPDX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. PRPDX (5.16B). CLBCX pays higher dividends than PRPDX: CLBCX (1.11) vs PRPDX (0.59). 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 : 22.97 vs. CLBCX (9.15). PRPDX return over 5 years is better than : 60.15 vs. CLBCX (36.30).
| 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 | 10.785 | 17.740 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 5.16B | 5,023% |
| Annual Yield % from dividends | 1.11 | 0.59 | 189% |
| Returns for 1 year | 9.15 | 22.97 | 40% |
| Returns for 3 years | 37.75 | 59.30 | 64% |
| Returns for 5 years | 36.30 | 60.15 | 60% |
| Returns for 10 years | 74.80 | N/A | - |
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