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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$34.83
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Permanent Portfolio Permanent C
Price$63.34
Change-$0.27 (-0.42%)
VolumeN/A
Net Assets4.65B
CLBAX vs PRPHX Comparison Chart
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CLBAX vs. PRPHX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. PRPHX (4.65B). CLBAX pays higher dividends than PRPHX: CLBAX (1.98) vs PRPHX (0.11). CLBAX was incepted earlier than PRPHX: CLBAX (23 years) vs PRPHX (9 years). PRPHX (1.82) 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 : 18.17 vs. CLBAX (4.76). PRPHX return over 5 years is better than : 60.92 vs. CLBAX (39.81).
| CLBAX | PRPHX | CLBAX / PRPHX | |
| Total Expense Ratio | 0.58 | 1.82 | 32% |
| Annual Report Gross Expense Ratio | 0.58 | 1.82 | 32% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 1.980 | 9.710 | 20% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.65B | 5,115% |
| Annual Yield % from dividends | 1.98 | 0.11 | 1,873% |
| Returns for 1 year | 4.76 | 18.17 | 26% |
| Returns for 3 years | 23.84 | 39.62 | 60% |
| Returns for 5 years | 39.81 | 60.92 | 65% |
| Returns for 10 years | 64.51 | N/A | - |
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