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CLBCX vs PRPHX
CLBCX vs PRPHX Comparison
Open Charts CLBCX vs PRPHX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Permanent Portfolio Permanent C
Price$76.37
Change+$6.03 (+8.57%)
VolumeN/A
Net Assets6.44B
CLBCX vs PRPHX Comparison Chart in %
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CLBCX vs. PRPHX commentary
Feb 04, 2026
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 Hold and PRPHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. PRPHX (6.44B). CLBCX pays higher dividends than PRPHX: CLBCX (1.19) vs PRPHX (0.41). CLBCX was incepted earlier than PRPHX: CLBCX (24 years) vs PRPHX (10 years). PRPHX (1.81) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. PRPHX (22.14). CLBCX has a lower initial minimum investment than PRPHX: CLBCX (250) vs PRPHX (1000). PRPHX annual gain was more profitable for investors over the last year : 27.11 vs. CLBCX (10.51). PRPHX return over 5 years is better than : 66.31 vs. CLBCX (32.27).
| CLBCX | PRPHX | CLBCX / PRPHX | |
| Total Expense Ratio | 1.35 | 1.81 | 75% |
| Annual Report Gross Expense Ratio | 1.35 | 1.81 | 75% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.375 | 6.084 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.44B | 4,195% |
| Annual Yield % from dividends | 1.19 | 0.41 | 288% |
| Returns for 1 year | 10.51 | 27.11 | 39% |
| Returns for 3 years | 33.67 | 64.17 | 52% |
| Returns for 5 years | 32.27 | 66.31 | 49% |
| Returns for 10 years | 86.26 | N/A | - |
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