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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Permanent Portfolio Permanent A
Price$74.00
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets6B
CLBAX vs PRPDX Comparison Chart in %
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CLBAX vs. PRPDX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. PRPDX (6B). CLBAX pays higher dividends than PRPDX: CLBAX (1.76) vs PRPDX (0.57). CLBAX was incepted earlier than PRPDX: CLBAX (24 years) vs PRPDX (9 years). PRPDX (1.06) 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 : 21.11 vs. CLBAX (8.72). PRPDX return over 5 years is better than : 68.55 vs. CLBAX (43.96).
| CLBAX | PRPDX | CLBAX / PRPDX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.06 | 55% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.656 | 23.725 | 62% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6B | 4,436% |
| Annual Yield % from dividends | 1.76 | 0.57 | 311% |
| Returns for 1 year | 8.72 | 21.11 | 41% |
| Returns for 3 years | 51.33 | 70.45 | 73% |
| Returns for 5 years | 43.96 | 68.55 | 64% |
| Returns for 10 years | 88.01 | N/A | - |
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