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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$39.90
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets271.11B
Permanent Portfolio Permanent A
Price$74.78
Change+$0.68 (+0.92%)
VolumeN/A
Net Assets6.24B
CLBAX vs PRPDX Comparison Chart in %
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CLBAX vs. PRPDX commentary
Nov 30, 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 StrongBuy and PRPDX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 271B vs. PRPDX (6.24B). CLBAX pays higher dividends than PRPDX: CLBAX (1.70) vs PRPDX (0.55). CLBAX was incepted earlier than PRPDX: CLBAX (24 years) vs PRPDX (10 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 : 17.88 vs. CLBAX (10.89). PRPDX return over 5 years is better than : 62.72 vs. CLBAX (42.84).
| CLBAX | PRPDX | CLBAX / PRPDX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.06 | 55% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 17.512 | 23.892 | 73% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 6.24B | 4,343% |
| Annual Yield % from dividends | 1.70 | 0.55 | 310% |
| Returns for 1 year | 10.89 | 17.88 | 61% |
| Returns for 3 years | 45.26 | 60.41 | 75% |
| Returns for 5 years | 42.84 | 62.72 | 68% |
| Returns for 10 years | 87.65 | N/A | - |
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