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CLBFX vs PRPDX
CLBFX vs PRPDX Comparison
Open Charts CLBFX vs PRPDX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Permanent Portfolio Permanent A
Price$67.95
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets4.91B
CLBFX vs PRPDX Comparison Chart in %
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CLBFX vs. PRPDX commentary
Jul 07, 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 CLBFX is a Buy and PRPDX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. PRPDX (4.91B). CLBFX pays higher dividends than PRPDX: CLBFX (1.99) vs PRPDX (0.61). CLBFX was incepted earlier than PRPDX: CLBFX (23 years) vs PRPDX (9 years). PRPDX (1.07) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PRPDX (22.14). CLBFX has a lower initial minimum investment than PRPDX: CLBFX (250) vs PRPDX (1000). PRPDX annual gain was more profitable for investors over the last year : 20.56 vs. CLBFX (8.02). PRPDX return over 5 years is better than : 65.96 vs. CLBFX (44.49).
| CLBFX | PRPDX | CLBFX / PRPDX | |
| Total Expense Ratio | 0.67 | 1.07 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.07 | 63% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.169 | 13.610 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.91B | 5,136% |
| Annual Yield % from dividends | 1.99 | 0.61 | 328% |
| Returns for 1 year | 8.02 | 20.56 | 39% |
| Returns for 3 years | 36.80 | 53.20 | 69% |
| Returns for 5 years | 44.49 | 65.96 | 67% |
| Returns for 10 years | 81.14 | N/A | - |
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