Interact to see
Advertisement
Advertisement
CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Permanent Portfolio Permanent I
Price$75.70
Change+$0.46 (+0.61%)
VolumeN/A
Net Assets6.24B
CLBCX vs PRPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. PRPFX commentary
Dec 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 CLBCX is a StrongBuy and PRPFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. PRPFX (6.24B). CLBCX pays higher dividends than PRPFX: CLBCX (1.02) vs PRPFX (0.75). CLBCX was incepted earlier than PRPFX: CLBCX (24 years) vs PRPFX (43 years). CLBCX (1.35) is less costly to investors than PRPFX (0.81). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PRPFX (22.14). CLBCX has a lower initial minimum investment than PRPFX: CLBCX (250) vs PRPFX (1000). PRPFX annual gain was more profitable for investors over the last year : 19.78 vs. CLBCX (8.46). PRPFX return over 5 years is better than : 63.88 vs. CLBCX (35.68).
| CLBCX | PRPFX | CLBCX / PRPFX | |
| Total Expense Ratio | 1.35 | 0.81 | 167% |
| Annual Report Gross Expense Ratio | 1.35 | 0.81 | 167% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 15.753 | 25.433 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 269B | 6.24B | 4,311% |
| Annual Yield % from dividends | 1.02 | 0.75 | 136% |
| Returns for 1 year | 8.46 | 19.78 | 43% |
| Returns for 3 years | 37.75 | 59.62 | 63% |
| Returns for 5 years | 35.68 | 63.88 | 56% |
| Returns for 10 years | 73.34 | 115.47 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement