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BALFX vs PRPDX
BALFX vs PRPDX Comparison
Open Charts BALFX vs PRPDX
American Funds American Balanced F1
Price$37.57
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets256.45B
Permanent Portfolio Permanent A
Price$69.81
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets5.16B
BALFX vs PRPDX Comparison Chart in %
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BALFX vs. PRPDX commentary
Sep 03, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. PRPDX (5.16B). BALFX pays higher dividends than PRPDX: BALFX (1.77) vs PRPDX (0.59). 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 : 20.05 vs. BALFX (7.68). PRPDX return over 5 years is better than : 56.22 vs. BALFX (36.77).
| 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 | 10.187 | 16.720 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.16B | 4,965% |
| Annual Yield % from dividends | 1.77 | 0.59 | 301% |
| Returns for 1 year | 7.68 | 20.05 | 38% |
| Returns for 3 years | 36.11 | 56.24 | 64% |
| Returns for 5 years | 36.77 | 56.22 | 65% |
| Returns for 10 years | 76.25 | N/A | - |
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