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BALFX vs PRPDX
BALFX vs PRPDX Comparison
Open Charts BALFX vs PRPDX
American Funds American Balanced F1
Price$34.11
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets232.27B
Permanent Portfolio Permanent A
Price$64.10
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets4.32B
BALFX vs PRPDX Comparison Chart
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BALFX vs. PRPDX commentary
May 02, 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: 232B vs. PRPDX (4.32B). BALFX pays higher dividends than PRPDX: BALFX (1.95) vs PRPDX (0.64). 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 : 20.63 vs. BALFX (6.49). PRPDX return over 5 years is better than : 72.28 vs. BALFX (37.70).
| 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 | -0.254 | 7.724 | -3% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 4.32B | 5,373% |
| Annual Yield % from dividends | 1.95 | 0.64 | 308% |
| Returns for 1 year | 6.49 | 20.63 | 31% |
| Returns for 3 years | 18.47 | 37.97 | 49% |
| Returns for 5 years | 37.70 | 72.28 | 52% |
| Returns for 10 years | 49.14 | N/A | - |
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