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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$36.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Permanent Portfolio Permanent C
Price$57.74
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CLBAX vs PRPHX Comparison Chart
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CLBAX vs. PRPHX commentary
Sep 20, 2024
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 StrongBuy and PRPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. PRPHX (3.46B). CLBAX pays higher dividends than PRPHX: CLBAX (2.23) vs PRPHX (0.00). CLBAX was incepted earlier than PRPHX: CLBAX (23 years) vs PRPHX (8 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). CLBAX (20.94) and PRPHX (20.37) have marching annual gain over last year. PRPHX return over 5 years is better than : 43.99 vs. CLBAX (40.06).
| CLBAX | PRPHX | CLBAX / PRPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 12.737 | 15.295 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 3.46B | 6,771% |
| Annual Yield % from dividends | 2.23 | 0.00 | - |
| Returns for 1 year | 20.94 | 20.37 | 103% |
| Returns for 3 years | 13.80 | 18.20 | 76% |
| Returns for 5 years | 40.06 | 43.99 | 91% |
| Returns for 10 years | 63.37 | N/A | - |