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CLBFX vs PRPFX
CLBFX vs PRPFX Comparison
Open Charts CLBFX vs PRPFX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Permanent Portfolio Permanent I
Price$69.04
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets5.16B
CLBFX vs PRPFX Comparison Chart in %
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CLBFX vs. PRPFX commentary
Aug 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. PRPFX (5.16B). CLBFX pays higher dividends than PRPFX: CLBFX (1.97) vs PRPFX (0.83). CLBFX was incepted earlier than PRPFX: CLBFX (23 years) vs PRPFX (43 years). PRPFX (0.81) 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 : 19.67 vs. CLBFX (6.98). PRPFX return over 5 years is better than : 57.34 vs. CLBFX (40.55).
| CLBFX | PRPFX | CLBFX / PRPFX | |
| Total Expense Ratio | 0.67 | 0.81 | 83% |
| Annual Report Gross Expense Ratio | 0.67 | 0.81 | 83% |
| Fund Existence | 23 years | 43 years | - |
| Gain YTD | 9.435 | 14.913 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 256B | 5.16B | 4,965% |
| Annual Yield % from dividends | 1.97 | 0.83 | 239% |
| Returns for 1 year | 6.98 | 19.67 | 35% |
| Returns for 3 years | 32.26 | 51.46 | 63% |
| Returns for 5 years | 40.55 | 57.34 | 71% |
| Returns for 10 years | 88.40 | 95.28 | 93% |
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