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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$35.32
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Permanent Portfolio Permanent C
Price$60.22
Change+$0.66 (+1.11%)
VolumeN/A
Net Assets3.8B
CLBAX vs PRPHX Comparison Chart
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CLBAX vs. PRPHX 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 PRPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. PRPHX (3.8B). CLBAX pays higher dividends than PRPHX: CLBAX (2.23) vs PRPHX (0.00). CLBAX was incepted earlier than PRPHX: CLBAX (23 years) vs PRPHX (9 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. PRPHX (15.26). 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 : 21.31 vs. CLBAX (12.06). PRPHX return over 5 years is better than : 47.73 vs. CLBAX (35.53).
| CLBAX | PRPHX | CLBAX / PRPHX | |
| 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 | 2.725 | 114% |
| 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 | 0.00 | - |
| Returns for 1 year | 12.06 | 21.31 | 57% |
| Returns for 3 years | 16.18 | 26.75 | 60% |
| Returns for 5 years | 35.53 | 47.73 | 74% |
| Returns for 10 years | 70.80 | N/A | - |