CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
PRPFX
Price
$68.34
Change
+$0.04 (+0.06%)
Updated
Jul 3 closing price
Net Assets
4.91B
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CLBFX vs PRPFX

Header iconCLBFX vs PRPFX Comparison
Open Charts CLBFX vs PRPFXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Permanent Portfolio Permanent I
Price$68.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets4.91B
CLBFX vs PRPFX Comparison Chart in %
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CLBFX vs. PRPFX commentary
Jul 06, 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 PRPFX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. PRPFX (4.91B). CLBFX pays higher dividends than PRPFX: CLBFX (1.99) vs PRPFX (0.83). CLBFX was incepted earlier than PRPFX: CLBFX (23 years) vs PRPFX (43 years). PRPFX (0.82) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PRPFX (22.14). CLBFX has a lower initial minimum investment than PRPFX: CLBFX (250) vs PRPFX (1000). PRPFX annual gain was more profitable for investors over the last year : 20.87 vs. CLBFX (8.02). PRPFX return over 5 years is better than : 68.07 vs. CLBFX (44.49).
CLBFXPRPFXCLBFX / PRPFX
Total Expense Ratio0.670.8282%
Annual Report Gross Expense Ratio0.670.8282%
Fund Existence23 years43 years-
Gain YTD8.16913.74859%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/A1000-
Net Assets252B4.91B5,136%
Annual Yield % from dividends1.990.83239%
Returns for 1 year8.0220.8738%
Returns for 3 years36.8054.3568%
Returns for 5 years44.4968.0765%
Returns for 10 years81.1488.3192%
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