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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$34.75
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
Permanent Portfolio Permanent A
Price$57.13
Change-$0.51 (-0.88%)
VolumeN/A
CapitalizationN/A
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CLBAX vs PRPDX Comparison Chart
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CLBAX vs. PRPDX commentary
Sep 08, 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 CLBAX is a Buy and PRPDX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 228B vs. PRPDX (3.23B). CLBAX pays higher dividends than PRPDX: CLBAX (2.23) vs PRPDX (0.42). CLBAX was incepted earlier than PRPDX: CLBAX (23 years) vs PRPDX (8 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. PRPDX (15.26). CLBAX has a lower initial minimum investment than PRPDX: CLBAX (250) vs PRPDX (1000). CLBAX (18.79) and PRPDX (17.89) have marching annual gain over last year. PRPDX return over 5 years is better than : 46.13 vs. CLBAX (38.15).
| CLBAX | PRPDX | CLBAX / PRPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 10.887 | 12.997 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 3.23B | 7,057% |
| Annual Yield % from dividends | 2.23 | 0.42 | 531% |
| Returns for 1 year | 18.79 | 17.89 | 105% |
| Returns for 3 years | 10.39 | 14.95 | 69% |
| Returns for 5 years | 38.15 | 46.13 | 83% |
| Returns for 10 years | 61.19 | N/A | - |