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CLBAX vs PRPDX
CLBAX vs PRPDX Comparison
Open Charts CLBAX vs PRPDX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Permanent Portfolio Permanent A
Price$67.38
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets4.65B
CLBAX vs PRPDX Comparison Chart
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CLBAX vs. PRPDX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 247B vs. PRPDX (4.65B). CLBAX pays higher dividends than PRPDX: CLBAX (1.91) vs PRPDX (0.62). 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 : 21.13 vs. CLBAX (5.26). PRPDX return over 5 years is better than : 67.37 vs. CLBAX (40.12).
| CLBAX | PRPDX | CLBAX / PRPDX | |
| Total Expense Ratio | 0.58 | 1.07 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.07 | 54% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.431 | 12.657 | 35% |
| Front Load | 4% | 5% | 70% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 4.65B | 5,308% |
| Annual Yield % from dividends | 1.91 | 0.62 | 307% |
| Returns for 1 year | 5.26 | 21.13 | 25% |
| Returns for 3 years | 33.60 | 50.27 | 67% |
| Returns for 5 years | 40.12 | 67.37 | 60% |
| Returns for 10 years | 70.29 | N/A | - |
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