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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$36.62
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
Permanent Portfolio Permanent A
Price$67.91
Change+$0.36 (+0.53%)
VolumeN/A
Net Assets4.91B
CLBAX vs PRPDX Comparison Chart in %
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CLBAX vs. PRPDX commentary
Jul 04, 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: 251B vs. PRPDX (4.91B). CLBAX pays higher dividends than PRPDX: CLBAX (1.84) vs PRPDX (0.61). CLBAX was incepted earlier than PRPDX: CLBAX (23 years) vs PRPDX (9 years). PRPDX (1.06) 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 : 21.15 vs. CLBAX (7.93). PRPDX return over 5 years is better than : 64.98 vs. CLBAX (42.56).
| CLBAX | PRPDX | CLBAX / PRPDX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.06 | 55% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 7.544 | 12.941 | 58% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 4.91B | 5,115% |
| Annual Yield % from dividends | 1.84 | 0.61 | 303% |
| Returns for 1 year | 7.93 | 21.15 | 37% |
| Returns for 3 years | 35.47 | 52.30 | 68% |
| Returns for 5 years | 42.56 | 64.98 | 65% |
| Returns for 10 years | 76.40 | N/A | - |