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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$35.32
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Permanent Portfolio Permanent A
Price$62.15
Change+$0.67 (+1.09%)
VolumeN/A
Net Assets3.8B
CLBAX vs PRPDX Comparison Chart
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CLBAX vs. PRPDX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B 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 : 22.27 vs. CLBAX (12.06). PRPDX return over 5 years is better than : 53.61 vs. CLBAX (35.53).
| 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 | 3.094 | 2.792 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 3.8B | 6,335% |
| Annual Yield % from dividends | 2.23 | 0.42 | 531% |
| Returns for 1 year | 12.06 | 22.27 | 54% |
| Returns for 3 years | 16.18 | 29.76 | 54% |
| Returns for 5 years | 35.53 | 53.61 | 66% |
| Returns for 10 years | 70.80 | N/A | - |
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