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CLBFX vs PRPDX
CLBFX vs PRPDX Comparison
Open Charts CLBFX vs PRPDX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Permanent Portfolio Permanent A
Price$70.42
Change+$0.16 (+0.23%)
VolumeN/A
Net Assets5.16B
CLBFX vs PRPDX Comparison Chart in %
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CLBFX vs. PRPDX commentary
Sep 08, 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: 259B vs. PRPDX (5.16B). CLBFX pays higher dividends than PRPDX: CLBFX (1.94) vs PRPDX (0.59). CLBFX was incepted earlier than PRPDX: CLBFX (23 years) vs PRPDX (9 years). PRPDX (1.06) 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 : 22.97 vs. CLBFX (10.11). PRPDX return over 5 years is better than : 60.15 vs. CLBFX (42.70).
| CLBFX | PRPDX | CLBFX / PRPDX | |
| Total Expense Ratio | 0.67 | 1.06 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.06 | 63% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 11.495 | 17.740 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 5.16B | 5,023% |
| Annual Yield % from dividends | 1.94 | 0.59 | 331% |
| Returns for 1 year | 10.11 | 22.97 | 44% |
| Returns for 3 years | 41.65 | 59.30 | 70% |
| Returns for 5 years | 42.70 | 60.15 | 71% |
| Returns for 10 years | 92.18 | N/A | - |