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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
Permanent Portfolio Permanent I
Price$74.48
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets6B
CLBCX vs PRPFX Comparison Chart in %
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CLBCX vs. PRPFX commentary
Oct 19, 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 PRPFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. PRPFX (6B). CLBCX pays higher dividends than PRPFX: CLBCX (1.06) vs PRPFX (0.77). 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 : 21.40 vs. CLBCX (7.87). PRPFX return over 5 years is better than : 70.71 vs. CLBCX (38.56).
| 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 | 13.912 | 23.968 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 265B | 6B | 4,419% |
| Annual Yield % from dividends | 1.06 | 0.77 | 136% |
| Returns for 1 year | 7.87 | 21.40 | 37% |
| Returns for 3 years | 47.86 | 71.76 | 67% |
| Returns for 5 years | 38.56 | 70.71 | 55% |
| Returns for 10 years | 74.34 | 106.02 | 70% |
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