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CLBFX vs PRPHX
CLBFX vs PRPHX Comparison
Open Charts CLBFX vs PRPHX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Permanent Portfolio Permanent C
Price$71.45
Change-$0.59 (-0.82%)
VolumeN/A
Net Assets6B
CLBFX vs PRPHX Comparison Chart in %
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CLBFX vs. PRPHX commentary
Nov 14, 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 PRPHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. PRPHX (6B). CLBFX pays higher dividends than PRPHX: CLBFX (1.86) vs PRPHX (0.09). CLBFX was incepted earlier than PRPHX: CLBFX (23 years) vs PRPHX (9 years). PRPHX (1.81) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. PRPHX (22.14). CLBFX has a lower initial minimum investment than PRPHX: CLBFX (250) vs PRPHX (1000). PRPHX annual gain was more profitable for investors over the last year : 20.20 vs. CLBFX (10.11). PRPHX return over 5 years is better than : 60.26 vs. CLBFX (44.32).
| CLBFX | PRPHX | CLBFX / PRPHX | |
| Total Expense Ratio | 0.67 | 1.81 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.81 | 37% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 16.391 | 24.250 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6B | 4,486% |
| Annual Yield % from dividends | 1.86 | 0.09 | 1,998% |
| Returns for 1 year | 10.11 | 20.20 | 50% |
| Returns for 3 years | 44.93 | 55.80 | 81% |
| Returns for 5 years | 44.32 | 60.26 | 74% |
| Returns for 10 years | 94.43 | N/A | - |
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