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FBAFX vs PRPFX
FBAFX vs PRPFX Comparison
Open Charts FBAFX vs PRPFX
American Funds American Balanced 529-F-2
Price$37.82
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets256.16B
Permanent Portfolio Permanent I
Price$70.70
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets5.16B
FBAFX vs PRPFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. PRPFX (5.16B). FBAFX pays higher dividends than PRPFX: FBAFX (2.01) vs PRPFX (0.80). FBAFX was incepted earlier than PRPFX: FBAFX (5 years) vs PRPFX (43 years). PRPFX (0.81) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. PRPFX (22.14). FBAFX has a lower initial minimum investment than PRPFX: FBAFX (250) vs PRPFX (1000). PRPFX annual gain was more profitable for investors over the last year : 22.91 vs. FBAFX (9.37).
| FBAFX | PRPFX | FBAFX / PRPFX | |
| Total Expense Ratio | 0.34 | 0.81 | 42% |
| Annual Report Gross Expense Ratio | 0.34 | 0.81 | 42% |
| Fund Existence | 5 years | 43 years | - |
| Gain YTD | 10.975 | 17.460 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 256B | 5.16B | 4,965% |
| Annual Yield % from dividends | 2.01 | 0.80 | 251% |
| Returns for 1 year | 9.37 | 22.91 | 41% |
| Returns for 3 years | 40.34 | 59.24 | 68% |
| Returns for 5 years | N/A | 61.54 | - |
| Returns for 10 years | N/A | 104.59 | - |
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