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CLBFX vs PRPFX
CLBFX vs PRPFX Comparison
Open Charts CLBFX vs PRPFX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Permanent Portfolio Permanent I
Price$69.04
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets4.91B
CLBFX vs PRPFX Comparison Chart in %
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CLBFX vs. PRPFX 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 PRPFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B 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 (0.81) 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 : 23.25 vs. CLBFX (10.40). PRPFX return over 5 years is better than : 63.25 vs. CLBFX (42.59).
| 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 | 9.111 | 14.913 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 254B | 4.91B | 5,176% |
| Annual Yield % from dividends | 1.99 | 0.83 | 239% |
| Returns for 1 year | 10.40 | 23.25 | 45% |
| Returns for 3 years | 36.42 | 56.07 | 65% |
| Returns for 5 years | 42.59 | 63.25 | 67% |
| Returns for 10 years | 81.10 | 94.92 | 85% |