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BALFX vs PRPDX
BALFX vs PRPDX Comparison
Open Charts BALFX vs PRPDX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Permanent Portfolio Permanent A
Price$66.50
Change+$0.13 (+0.20%)
VolumeN/A
Net Assets4.65B
BALFX vs PRPDX Comparison Chart
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BALFX vs. PRPDX commentary
Jun 07, 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: 243B vs. PRPDX (4.65B). BALFX pays higher dividends than PRPDX: BALFX (1.88) vs PRPDX (0.62). BALFX was incepted earlier than PRPDX: BALFX (24 years) vs PRPDX (9 years). PRPDX (1.07) 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 : 19.12 vs. BALFX (7.08). PRPDX return over 5 years is better than : 62.64 vs. BALFX (34.60).
| BALFX | PRPDX | BALFX / PRPDX | |
| Total Expense Ratio | 0.61 | 1.07 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 1.07 | 57% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.688 | 10.968 | 43% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.65B | 5,222% |
| Annual Yield % from dividends | 1.88 | 0.62 | 303% |
| Returns for 1 year | 7.08 | 19.12 | 37% |
| Returns for 3 years | 22.12 | 39.82 | 56% |
| Returns for 5 years | 34.60 | 62.64 | 55% |
| Returns for 10 years | 59.06 | N/A | - |
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