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BALCX vs PRPDX
BALCX vs PRPDX Comparison
Open Charts BALCX vs PRPDX
American Funds American Balanced C
Price$32.68
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Permanent Portfolio Permanent A
Price$63.12
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets4.18B
BALCX vs PRPDX Comparison Chart
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BALCX vs. PRPDX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 225B vs. PRPDX (4.18B). BALCX pays higher dividends than PRPDX: BALCX (1.28) vs PRPDX (0.65). BALCX was incepted earlier than PRPDX: BALCX (24 years) vs PRPDX (9 years). BALCX (1.32) is less costly to investors than PRPDX (1.07). 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). PRPDX annual gain was more profitable for investors over the last year : 15.17 vs. BALCX (1.81). PRPDX return over 5 years is better than : 68.36 vs. BALCX (27.72).
| BALCX | PRPDX | BALCX / PRPDX | |
| Total Expense Ratio | 1.32 | 1.07 | 123% |
| Annual Report Gross Expense Ratio | 1.32 | 1.07 | 123% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -3.896 | 4.916 | -79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.18B | 5,389% |
| Annual Yield % from dividends | 1.28 | 0.65 | 199% |
| Returns for 1 year | 1.81 | 15.17 | 12% |
| Returns for 3 years | 8.04 | 27.54 | 29% |
| Returns for 5 years | 27.72 | 68.36 | 41% |
| Returns for 10 years | 38.61 | N/A | - |