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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$37.52
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets256.45B
Permanent Portfolio Permanent A
Price$69.81
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets5.16B
CLBAX vs PRPDX Comparison Chart in %
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CLBAX vs. PRPDX commentary
Sep 03, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. PRPDX (5.16B). CLBAX pays higher dividends than PRPDX: CLBAX (1.80) vs PRPDX (0.59). CLBAX was incepted earlier than PRPDX: CLBAX (24 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 : 20.05 vs. CLBAX (7.69). PRPDX return over 5 years is better than : 56.22 vs. CLBAX (38.63).
| 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 | 9 years | - |
| Gain YTD | 10.187 | 16.720 | 61% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.16B | 4,965% |
| Annual Yield % from dividends | 1.80 | 0.59 | 306% |
| Returns for 1 year | 7.69 | 20.05 | 38% |
| Returns for 3 years | 37.23 | 56.24 | 66% |
| Returns for 5 years | 38.63 | 56.22 | 69% |
| Returns for 10 years | 89.74 | N/A | - |
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