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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Permanent Portfolio Permanent C
Price$66.26
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets4.91B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX commentary
Jul 27, 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 PRPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. PRPHX (4.91B). CLBAX pays higher dividends than PRPHX: CLBAX (1.84) vs PRPHX (0.10). CLBAX was incepted earlier than PRPHX: CLBAX (23 years) vs PRPHX (9 years). PRPHX (1.81) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. PRPHX (22.14). CLBAX has a lower initial minimum investment than PRPHX: CLBAX (250) vs PRPHX (1000). PRPHX annual gain was more profitable for investors over the last year : 22.02 vs. CLBAX (10.23). PRPHX return over 5 years is better than : 55.04 vs. CLBAX (41.42).
| CLBAX | PRPHX | CLBAX / PRPHX | |
| Total Expense Ratio | 0.58 | 1.81 | 32% |
| Annual Report Gross Expense Ratio | 0.58 | 1.81 | 32% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.013 | 14.281 | 63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.91B | 5,176% |
| Annual Yield % from dividends | 1.84 | 0.10 | 1,815% |
| Returns for 1 year | 10.23 | 22.02 | 46% |
| Returns for 3 years | 35.76 | 51.34 | 70% |
| Returns for 5 years | 41.42 | 55.04 | 75% |
| Returns for 10 years | 77.58 | N/A | - |
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