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BALCX vs PRPDX
BALCX vs PRPDX Comparison
Open Charts BALCX vs PRPDX
American Funds American Balanced C
Price$34.58
Change-$0.33 (-0.95%)
VolumeN/A
Net Assets241.5B
Permanent Portfolio Permanent A
Price$62.39
Change-$0.31 (-0.49%)
VolumeN/A
Net Assets3.8B
BALCX vs PRPDX Comparison Chart
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BALCX vs. PRPDX commentary
Mar 05, 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 Hold and PRPDX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. PRPDX (3.8B). BALCX pays higher dividends than PRPDX: BALCX (1.59) vs PRPDX (0.42). BALCX was incepted earlier than PRPDX: BALCX (24 years) vs PRPDX (9 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). PRPDX annual gain was more profitable for investors over the last year : 20.97 vs. BALCX (5.85). PRPDX return over 5 years is better than : 58.44 vs. BALCX (28.16).
| BALCX | PRPDX | BALCX / PRPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 1.557 | 4.832 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 3.8B | 6,362% |
| Annual Yield % from dividends | 1.59 | 0.42 | 378% |
| Returns for 1 year | 5.85 | 20.97 | 28% |
| Returns for 3 years | 13.43 | 27.83 | 48% |
| Returns for 5 years | 28.16 | 58.44 | 48% |
| Returns for 10 years | 47.18 | N/A | - |
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