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CLBFX vs PRPDX
CLBFX vs PRPDX Comparison
Open Charts CLBFX vs PRPDX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Permanent Portfolio Permanent A
Price$68.64
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets4.91B
CLBFX vs PRPDX Comparison Chart in %
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CLBFX vs. PRPDX 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 CLBFX is a Buy and PRPDX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B 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 (1.06) 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 : 22.96 vs. CLBFX (10.40). PRPDX return over 5 years is better than : 61.20 vs. CLBFX (42.59).
| 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 | 9.111 | 14.763 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.91B | 5,176% |
| Annual Yield % from dividends | 1.99 | 0.61 | 328% |
| Returns for 1 year | 10.40 | 22.96 | 45% |
| Returns for 3 years | 36.42 | 54.89 | 66% |
| Returns for 5 years | 42.59 | 61.20 | 70% |
| Returns for 10 years | 81.10 | N/A | - |
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