CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
PRPDX
Price
$67.95
Change
+$0.04 (+0.06%)
Updated
Jul 3 closing price
Net Assets
4.91B
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CLBAX vs PRPDX

Header iconCLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Permanent Portfolio Permanent A
Price$67.95
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets4.91B
CLBAX vs PRPDX Comparison Chart in %
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CLBAX vs. PRPDX commentary
Jul 07, 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 PRPDX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. PRPDX (4.91B). CLBAX pays higher dividends than PRPDX: CLBAX (1.84) vs PRPDX (0.61). CLBAX was incepted earlier than PRPDX: CLBAX (23 years) vs PRPDX (9 years). PRPDX (1.07) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. PRPDX (22.14). PRPDX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than PRPDX: CLBAX (250) vs PRPDX (1000). PRPDX annual gain was more profitable for investors over the last year : 20.56 vs. CLBAX (7.84). PRPDX return over 5 years is better than : 65.96 vs. CLBAX (43.26).
CLBAXPRPDXCLBAX / PRPDX
Total Expense Ratio0.581.0754%
Annual Report Gross Expense Ratio0.581.0754%
Fund Existence23 years9 years-
Gain YTD8.07313.61059%
Front Load4%5%70%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B4.91B5,136%
Annual Yield % from dividends1.840.61303%
Returns for 1 year7.8420.5638%
Returns for 3 years36.1453.2068%
Returns for 5 years43.2665.9666%
Returns for 10 years77.55N/A-
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