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BALCX vs PRPDX
BALCX vs PRPDX Comparison
Open Charts BALCX vs PRPDX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Permanent Portfolio Permanent A
Price$66.50
Change+$0.13 (+0.20%)
VolumeN/A
Net Assets4.65B
BALCX vs PRPDX Comparison Chart
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BALCX vs. PRPDX commentary
Jun 07, 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 BALCX is a Buy and PRPDX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. PRPDX (4.65B). BALCX pays higher dividends than PRPDX: BALCX (1.24) vs PRPDX (0.62). BALCX was incepted earlier than PRPDX: BALCX (24 years) vs PRPDX (9 years). BALCX (1.31) is less costly to investors than PRPDX (1.07). BALCX is a more actively managed with annual turnover of: 44.00 vs. PRPDX (22.14). BALCX has a lower initial minimum investment than PRPDX: BALCX (250) vs PRPDX (1000). PRPDX annual gain was more profitable for investors over the last year : 19.12 vs. BALCX (6.34). PRPDX return over 5 years is better than : 62.64 vs. BALCX (30.67).
| BALCX | PRPDX | BALCX / PRPDX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.07 | 122% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.397 | 10.968 | 40% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.65B | 5,222% |
| Annual Yield % from dividends | 1.24 | 0.62 | 200% |
| Returns for 1 year | 6.34 | 19.12 | 33% |
| Returns for 3 years | 20.09 | 39.82 | 50% |
| Returns for 5 years | 30.67 | 62.64 | 49% |
| Returns for 10 years | 52.83 | N/A | - |
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