Ad is loading...
CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$34.29
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
Permanent Portfolio Permanent C
Price$61.70
Change+$0.37 (+0.60%)
VolumeN/A
Net Assets4.03B
CLBAX vs PRPHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. PRPHX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. PRPHX (4.03B). CLBAX pays higher dividends than PRPHX: CLBAX (1.98) vs PRPHX (0.11). CLBAX was incepted earlier than PRPHX: CLBAX (23 years) vs PRPHX (9 years). PRPHX (1.82) is less costly to investors than CLBAX (0.60). 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 : 16.52 vs. CLBAX (4.28). PRPHX return over 5 years is better than : 76.52 vs. CLBAX (51.92).
| CLBAX | PRPHX | CLBAX / PRPHX | |
| Total Expense Ratio | 0.60 | 1.82 | 33% |
| Annual Report Gross Expense Ratio | 0.60 | 1.82 | 33% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.399 | 5.778 | 7% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.03B | 5,814% |
| Annual Yield % from dividends | 1.98 | 0.11 | 1,835% |
| Returns for 1 year | 4.28 | 16.52 | 26% |
| Returns for 3 years | 13.59 | 25.20 | 54% |
| Returns for 5 years | 51.92 | 76.52 | 68% |
| Returns for 10 years | 64.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...