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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$33.93
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets231.33B
Permanent Portfolio Permanent A
Price$64.70
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets4.32B
CLBAX vs PRPDX Comparison Chart
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CLBAX vs. PRPDX commentary
May 01, 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 CLBAX is a Buy and PRPDX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 231B vs. PRPDX (4.32B). CLBAX pays higher dividends than PRPDX: CLBAX (1.98) vs PRPDX (0.65). CLBAX was incepted earlier than PRPDX: CLBAX (23 years) vs PRPDX (9 years). PRPDX (1.07) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. PRPDX (22.14). PRPDX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than PRPDX: CLBAX (250) vs PRPDX (1000). PRPDX annual gain was more profitable for investors over the last year : 18.90 vs. CLBAX (4.65). PRPDX return over 5 years is better than : 70.48 vs. CLBAX (36.90).
| CLBAX | PRPDX | CLBAX / PRPDX | |
| Total Expense Ratio | 0.58 | 1.07 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.07 | 54% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -0.655 | 8.193 | -8% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 4.32B | 5,350% |
| Annual Yield % from dividends | 1.98 | 0.65 | 306% |
| Returns for 1 year | 4.65 | 18.90 | 25% |
| Returns for 3 years | 19.36 | 37.78 | 51% |
| Returns for 5 years | 36.90 | 70.48 | 52% |
| Returns for 10 years | 60.70 | N/A | - |
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