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BALFX vs PRPDX
BALFX vs PRPDX Comparison
Open Charts BALFX vs PRPDX
American Funds American Balanced F1
Price$36.67
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.58B
Permanent Portfolio Permanent A
Price$67.91
Change+$0.36 (+0.53%)
VolumeN/A
Net Assets4.91B
BALFX vs PRPDX Comparison Chart in %
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BALFX vs. PRPDX commentary
Jul 04, 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 BALFX is a Buy and PRPDX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 251B vs. PRPDX (4.91B). BALFX pays higher dividends than PRPDX: BALFX (1.81) vs PRPDX (0.61). BALFX was incepted earlier than PRPDX: BALFX (24 years) vs PRPDX (9 years). PRPDX (1.06) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. PRPDX (22.14). BALFX has a lower initial minimum investment than PRPDX: BALFX (250) vs PRPDX (1000). PRPDX annual gain was more profitable for investors over the last year : 21.15 vs. BALFX (7.89). PRPDX return over 5 years is better than : 64.98 vs. BALFX (40.60).
| BALFX | PRPDX | BALFX / PRPDX | |
| Total Expense Ratio | 0.61 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.06 | 58% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 7.547 | 12.941 | 58% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 4.91B | 5,115% |
| Annual Yield % from dividends | 1.81 | 0.61 | 298% |
| Returns for 1 year | 7.89 | 21.15 | 37% |
| Returns for 3 years | 34.37 | 52.30 | 66% |
| Returns for 5 years | 40.60 | 64.98 | 62% |
| Returns for 10 years | 63.87 | N/A | - |
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