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BALCX vs PRPDX
BALCX vs PRPDX Comparison
Open Charts BALCX vs PRPDX
American Funds American Balanced C
Price$34.04
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Permanent Portfolio Permanent A
Price$65.10
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets4.32B
BALCX vs PRPDX Comparison Chart
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BALCX vs. PRPDX commentary
May 12, 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: 234B vs. PRPDX (4.32B). BALCX pays higher dividends than PRPDX: BALCX (1.29) vs PRPDX (0.64). 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 : 18.90 vs. BALCX (3.44). PRPDX return over 5 years is better than : 68.64 vs. BALCX (32.49).
| 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 | 0.104 | 8.845 | 1% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.32B | 5,419% |
| Annual Yield % from dividends | 1.29 | 0.64 | 203% |
| Returns for 1 year | 3.44 | 18.90 | 18% |
| Returns for 3 years | 19.45 | 43.23 | 45% |
| Returns for 5 years | 32.49 | 68.64 | 47% |
| Returns for 10 years | 44.72 | N/A | - |
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