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CLBAX vs PRPFX
CLBAX vs PRPFX Comparison
Open Charts CLBAX vs PRPFX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Permanent Portfolio Permanent I
Price$68.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets4.91B
CLBAX vs PRPFX Comparison Chart in %
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CLBAX vs. PRPFX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. PRPFX (4.91B). CLBAX pays higher dividends than PRPFX: CLBAX (1.84) vs PRPFX (0.83). CLBAX was incepted earlier than PRPFX: CLBAX (23 years) vs PRPFX (43 years). PRPFX (0.82) 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 : 20.87 vs. CLBAX (7.84). PRPFX return over 5 years is better than : 68.07 vs. CLBAX (43.26).
| CLBAX | PRPFX | CLBAX / PRPFX | |
| Total Expense Ratio | 0.58 | 0.82 | 71% |
| Annual Report Gross Expense Ratio | 0.58 | 0.82 | 71% |
| Fund Existence | 23 years | 43 years | - |
| Gain YTD | 8.073 | 13.748 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 252B | 4.91B | 5,136% |
| Annual Yield % from dividends | 1.84 | 0.83 | 221% |
| Returns for 1 year | 7.84 | 20.87 | 38% |
| Returns for 3 years | 36.14 | 54.35 | 66% |
| Returns for 5 years | 43.26 | 68.07 | 64% |
| Returns for 10 years | 77.55 | 88.31 | 88% |
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