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CLBAX vs PRPFX
CLBAX vs PRPFX Comparison
Open Charts CLBAX vs PRPFX
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Permanent Portfolio Permanent I
Price$69.04
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets5.16B
CLBAX vs PRPFX Comparison Chart in %
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CLBAX vs. PRPFX commentary
Aug 20, 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 PRPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. PRPFX (5.16B). CLBAX pays higher dividends than PRPFX: CLBAX (1.82) vs PRPFX (0.83). CLBAX was incepted earlier than PRPFX: CLBAX (24 years) vs PRPFX (43 years). PRPFX (0.81) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. PRPFX (22.14). CLBAX has a lower initial minimum investment than PRPFX: CLBAX (250) vs PRPFX (1000). PRPFX annual gain was more profitable for investors over the last year : 19.67 vs. CLBAX (7.81). PRPFX return over 5 years is better than : 57.34 vs. CLBAX (39.89).
| CLBAX | PRPFX | CLBAX / PRPFX | |
| Total Expense Ratio | 0.58 | 0.81 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 0.81 | 72% |
| Fund Existence | 24 years | 43 years | - |
| Gain YTD | 9.717 | 14.913 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 256B | 5.16B | 4,965% |
| Annual Yield % from dividends | 1.82 | 0.83 | 221% |
| Returns for 1 year | 7.81 | 19.67 | 40% |
| Returns for 3 years | 32.09 | 51.46 | 62% |
| Returns for 5 years | 39.89 | 57.34 | 70% |
| Returns for 10 years | 85.38 | 95.28 | 90% |
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