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BALCX vs PRPDX
BALCX vs PRPDX Comparison
Open Charts BALCX vs PRPDX
American Funds American Balanced C
Price$34.51
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
Permanent Portfolio Permanent A
Price$57.13
Change-$0.51 (-0.88%)
VolumeN/A
CapitalizationN/A
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BALCX vs PRPDX Comparison Chart
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BALCX vs. PRPDX commentary
Sep 07, 2024
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: 228B vs. PRPDX (3.23B). BALCX pays higher dividends than PRPDX: BALCX (1.59) vs PRPDX (0.42). BALCX was incepted earlier than PRPDX: BALCX (24 years) vs PRPDX (8 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. PRPDX (15.26). BALCX has a lower initial minimum investment than PRPDX: BALCX (250) vs PRPDX (1000). BALCX (17.98) and PRPDX (17.89) have marching annual gain over last year. PRPDX return over 5 years is better than : 46.13 vs. BALCX (31.57).
| BALCX | PRPDX | BALCX / PRPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 10.369 | 12.997 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 3.23B | 7,057% |
| Annual Yield % from dividends | 1.59 | 0.42 | 378% |
| Returns for 1 year | 17.98 | 17.89 | 100% |
| Returns for 3 years | 7.26 | 14.95 | 49% |
| Returns for 5 years | 31.57 | 46.13 | 68% |
| Returns for 10 years | 43.05 | N/A | - |
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