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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Permanent Portfolio Permanent C
Price$69.43
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets5.61B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX commentary
Sep 29, 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 Hold and PRPHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. PRPHX (5.61B). CLBAX pays higher dividends than PRPHX: CLBAX (1.80) vs PRPHX (0.10). CLBAX was incepted earlier than PRPHX: CLBAX (24 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 : 18.96 vs. CLBAX (7.82). PRPHX return over 5 years is better than : 63.45 vs. CLBAX (45.97).
| CLBAX | PRPHX | CLBAX / PRPHX | |
| Total Expense Ratio | 0.58 | 1.81 | 32% |
| Annual Report Gross Expense Ratio | 0.58 | 1.81 | 32% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 12.860 | 19.748 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 5.61B | 4,690% |
| Annual Yield % from dividends | 1.80 | 0.10 | 1,831% |
| Returns for 1 year | 7.82 | 18.96 | 41% |
| Returns for 3 years | 51.69 | 67.08 | 77% |
| Returns for 5 years | 45.97 | 63.45 | 72% |
| Returns for 10 years | 95.16 | N/A | - |
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