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CLBCX vs PRPHX
CLBCX vs PRPHX Comparison
Open Charts CLBCX vs PRPHX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Permanent Portfolio Permanent C
Price$71.31
Change-$0.60 (-0.83%)
VolumeN/A
Net Assets6B
CLBCX vs PRPHX Comparison Chart in %
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CLBCX vs. PRPHX 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 PRPHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. PRPHX (6B). CLBCX pays higher dividends than PRPHX: CLBCX (1.06) vs PRPHX (0.09). CLBCX was incepted earlier than PRPHX: CLBCX (24 years) vs PRPHX (9 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 : 20.16 vs. CLBCX (7.87). PRPHX return over 5 years is better than : 62.09 vs. CLBCX (38.56).
| 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 | 9 years | - |
| Gain YTD | 13.912 | 22.991 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6B | 4,436% |
| Annual Yield % from dividends | 1.06 | 0.09 | 1,116% |
| Returns for 1 year | 7.87 | 20.16 | 39% |
| Returns for 3 years | 47.86 | 66.52 | 72% |
| Returns for 5 years | 38.56 | 62.09 | 62% |
| Returns for 10 years | 74.34 | N/A | - |