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BALFX vs PRPDX
BALFX vs PRPDX Comparison
Open Charts BALFX vs PRPDX
American Funds American Balanced F1
Price$34.61
Change-$0.26 (-0.75%)
VolumeN/A
Net Assets239.2B
Permanent Portfolio Permanent A
Price$62.39
Change-$0.31 (-0.49%)
VolumeN/A
Net Assets3.8B
BALFX vs PRPDX Comparison Chart
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BALFX 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 BALFX is a Hold and PRPDX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 239B vs. PRPDX (3.8B). BALFX pays higher dividends than PRPDX: BALFX (2.21) vs PRPDX (0.42). BALFX was incepted earlier than PRPDX: BALFX (24 years) vs PRPDX (9 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. PRPDX (15.26). 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 : 20.97 vs. BALFX (6.63). PRPDX return over 5 years is better than : 58.44 vs. BALFX (31.99).
| BALFX | PRPDX | BALFX / 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 | 1.662 | 4.832 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 3.8B | 6,283% |
| Annual Yield % from dividends | 2.21 | 0.42 | 526% |
| Returns for 1 year | 6.63 | 20.97 | 32% |
| Returns for 3 years | 15.17 | 27.83 | 55% |
| Returns for 5 years | 31.99 | 58.44 | 55% |
| Returns for 10 years | 52.98 | N/A | - |
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