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FBAFX vs PRPFX
FBAFX vs PRPFX Comparison
Open Charts FBAFX vs PRPFX
American Funds American Balanced 529-F-2
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Permanent Portfolio Permanent I
Price$66.16
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets4.65B
FBAFX vs PRPFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. PRPFX (4.65B). FBAFX pays higher dividends than PRPFX: FBAFX (2.22) vs PRPFX (0.87). FBAFX was incepted earlier than PRPFX: FBAFX (5 years) vs PRPFX (43 years). PRPFX (0.82) 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 : 18.72 vs. FBAFX (4.58).
| FBAFX | PRPFX | FBAFX / PRPFX | |
| Total Expense Ratio | 0.34 | 0.82 | 41% |
| Annual Report Gross Expense Ratio | 0.34 | 0.82 | 41% |
| Fund Existence | 5 years | 43 years | - |
| Gain YTD | 2.010 | 10.669 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 240B | 4.65B | 5,158% |
| Annual Yield % from dividends | 2.22 | 0.87 | 255% |
| Returns for 1 year | 4.58 | 18.72 | 24% |
| Returns for 3 years | 25.72 | 45.77 | 56% |
| Returns for 5 years | N/A | 70.30 | - |
| Returns for 10 years | N/A | 78.65 | - |
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