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BALFX vs PRPDX
BALFX vs PRPDX Comparison
Open Charts BALFX vs PRPDX
American Funds American Balanced F1
Price$36.55
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
Permanent Portfolio Permanent A
Price$61.50
Change+$0.09 (+0.15%)
VolumeN/A
CapitalizationN/A
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BALFX vs PRPDX Comparison Chart
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BALFX vs. PRPDX commentary
Oct 18, 2024
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 StrongBuy and PRPDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 239B vs. PRPDX (3.46B). BALFX pays higher dividends than PRPDX: BALFX (2.21) vs PRPDX (0.42). BALFX was incepted earlier than PRPDX: BALFX (24 years) vs PRPDX (8 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 (26.27) and BALFX (25.24) have marching annual gain over last year. PRPDX return over 5 years is better than : 56.62 vs. BALFX (40.67).
| BALFX | PRPDX | BALFX / PRPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.291 | 20.388 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 3.46B | 6,916% |
| Annual Yield % from dividends | 2.21 | 0.42 | 526% |
| Returns for 1 year | 25.24 | 26.27 | 96% |
| Returns for 3 years | 14.44 | 23.67 | 61% |
| Returns for 5 years | 40.67 | 56.62 | 72% |
| Returns for 10 years | 60.58 | N/A | - |
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