Ad is loading...
CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$34.83
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
Permanent Portfolio Permanent A
Price$62.39
Change-$0.31 (-0.49%)
VolumeN/A
Net Assets3.8B
CLBAX vs PRPDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. PRPDX commentary
Mar 05, 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 Hold and PRPDX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. PRPDX (3.8B). CLBAX pays higher dividends than PRPDX: CLBAX (2.23) vs PRPDX (0.42). CLBAX was incepted earlier than PRPDX: CLBAX (23 years) vs PRPDX (9 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). PRPDX annual gain was more profitable for investors over the last year : 20.97 vs. CLBAX (6.66). PRPDX return over 5 years is better than : 58.44 vs. CLBAX (33.79).
| CLBAX | PRPDX | CLBAX / PRPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 1.664 | 4.832 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 3.8B | 6,362% |
| Annual Yield % from dividends | 2.23 | 0.42 | 531% |
| Returns for 1 year | 6.66 | 20.97 | 32% |
| Returns for 3 years | 16.74 | 27.83 | 60% |
| Returns for 5 years | 33.79 | 58.44 | 58% |
| Returns for 10 years | 65.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...