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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Permanent Portfolio Permanent A
Price$79.06
Change+$6.08 (+8.33%)
VolumeN/A
Net Assets6.44B
CLBAX vs PRPDX Comparison Chart in %
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CLBAX vs. PRPDX commentary
Feb 04, 2026
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 Hold and PRPDX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. PRPDX (6.44B). CLBAX pays higher dividends than PRPDX: CLBAX (1.89) vs PRPDX (0.92). CLBAX was incepted earlier than PRPDX: CLBAX (24 years) vs PRPDX (10 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 : 27.48 vs. CLBAX (11.35). PRPDX return over 5 years is better than : 72.03 vs. CLBAX (37.40).
| 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 | 10 years | - |
| Gain YTD | 2.460 | 6.164 | 40% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.44B | 4,195% |
| Annual Yield % from dividends | 1.89 | 0.92 | 206% |
| Returns for 1 year | 11.35 | 27.48 | 41% |
| Returns for 3 years | 36.75 | 67.18 | 55% |
| Returns for 5 years | 37.40 | 72.03 | 52% |
| Returns for 10 years | 100.85 | N/A | - |
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