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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Permanent Portfolio Permanent C
Price$67.77
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets5.16B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX commentary
Sep 08, 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: 259B vs. PRPHX (5.16B). 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 : 22.03 vs. CLBAX (9.95). PRPHX return over 5 years is better than : 54.00 vs. CLBAX (41.54).
| 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 | 11.362 | 17.144 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 5.16B | 5,023% |
| Annual Yield % from dividends | 1.80 | 0.10 | 1,831% |
| Returns for 1 year | 9.95 | 22.03 | 45% |
| Returns for 3 years | 40.92 | 55.63 | 74% |
| Returns for 5 years | 41.54 | 54.00 | 77% |
| Returns for 10 years | 88.47 | N/A | - |