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CLBCX vs PRPFX
CLBCX vs PRPFX Comparison
Open Charts CLBCX vs PRPFX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Permanent Portfolio Permanent I
Price$69.04
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets4.91B
CLBCX vs PRPFX Comparison Chart in %
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CLBCX vs. PRPFX 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 PRPFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. PRPFX (4.91B). CLBCX pays higher dividends than PRPFX: CLBCX (1.13) vs PRPFX (0.83). CLBCX was incepted earlier than PRPFX: CLBCX (23 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 : 23.25 vs. CLBCX (9.42). PRPFX return over 5 years is better than : 63.25 vs. CLBCX (36.20).
| CLBCX | PRPFX | CLBCX / PRPFX | |
| Total Expense Ratio | 1.35 | 0.81 | 167% |
| Annual Report Gross Expense Ratio | 1.35 | 0.81 | 167% |
| Fund Existence | 23 years | 43 years | - |
| Gain YTD | 8.536 | 14.913 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 254B | 4.91B | 5,176% |
| Annual Yield % from dividends | 1.13 | 0.83 | 136% |
| Returns for 1 year | 9.42 | 23.25 | 41% |
| Returns for 3 years | 32.73 | 56.07 | 58% |
| Returns for 5 years | 36.20 | 63.25 | 57% |
| Returns for 10 years | 64.69 | 94.92 | 68% |