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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Permanent Portfolio Permanent C
Price$58.03
Change-$1.03 (-1.74%)
VolumeN/A
CapitalizationN/A
CLBAX vs PRPHX Comparison Chart
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CLBAX vs. PRPHX commentary
Dec 19, 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 Hold and PRPHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. PRPHX (3.75B). 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 : 20.37 vs. CLBAX (12.51). PRPHX return over 5 years is better than : 49.18 vs. CLBAX (34.39).
| 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 | 11.523 | 19.298 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 3.75B | 6,428% |
| Annual Yield % from dividends | 2.23 | 0.00 | - |
| Returns for 1 year | 12.51 | 20.37 | 61% |
| Returns for 3 years | 13.21 | 23.54 | 56% |
| Returns for 5 years | 34.39 | 49.18 | 70% |
| Returns for 10 years | 58.66 | N/A | - |