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CLBCX vs PRPDX
CLBCX vs PRPDX Comparison
Open Charts CLBCX vs PRPDX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Permanent Portfolio Permanent A
Price$68.64
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets4.91B
CLBCX vs PRPDX Comparison Chart in %
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CLBCX vs. PRPDX commentary
Jul 27, 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: 254B vs. PRPDX (4.91B). CLBCX pays higher dividends than PRPDX: CLBCX (1.13) vs PRPDX (0.61). CLBCX was incepted earlier than PRPDX: CLBCX (23 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 : 22.96 vs. CLBCX (9.42). PRPDX return over 5 years is better than : 61.20 vs. CLBCX (36.20).
| CLBCX | PRPDX | CLBCX / PRPDX | |
| Total Expense Ratio | 1.35 | 1.06 | 127% |
| Annual Report Gross Expense Ratio | 1.35 | 1.06 | 127% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.536 | 14.763 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.91B | 5,176% |
| Annual Yield % from dividends | 1.13 | 0.61 | 187% |
| Returns for 1 year | 9.42 | 22.96 | 41% |
| Returns for 3 years | 32.73 | 54.89 | 60% |
| Returns for 5 years | 36.20 | 61.20 | 59% |
| Returns for 10 years | 64.69 | N/A | - |
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