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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Permanent Portfolio Permanent C
Price$65.10
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets4.65B
CLBAX vs PRPHX Comparison Chart
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CLBAX vs. PRPHX commentary
Jun 15, 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: 244B vs. PRPHX (4.65B). CLBAX pays higher dividends than PRPHX: CLBAX (1.91) vs PRPHX (0.10). 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 : 20.20 vs. CLBAX (5.26). PRPHX return over 5 years is better than : 60.96 vs. CLBAX (40.12).
| 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 | 4.431 | 12.280 | 36% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.65B | 5,244% |
| Annual Yield % from dividends | 1.91 | 0.10 | 1,841% |
| Returns for 1 year | 5.26 | 20.20 | 26% |
| Returns for 3 years | 33.60 | 46.81 | 72% |
| Returns for 5 years | 40.12 | 60.96 | 66% |
| Returns for 10 years | 70.29 | N/A | - |
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