CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
PRPFX
Price
$69.04
Change
-$0.06 (-0.09%)
Updated
Jul 25 closing price
Net Assets
4.91B
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CLBAX vs PRPFX

Header iconCLBAX vs PRPFX Comparison
Open Charts CLBAX vs PRPFXBanner chart's image
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Permanent Portfolio Permanent I
Price$69.04
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets4.91B
CLBAX vs PRPFX Comparison Chart in %
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CLBAX vs. PRPFX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B 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 (0.81) 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 : 23.25 vs. CLBAX (10.23). PRPFX return over 5 years is better than : 63.25 vs. CLBAX (41.42).
CLBAXPRPFXCLBAX / PRPFX
Total Expense Ratio0.580.8172%
Annual Report Gross Expense Ratio0.580.8172%
Fund Existence23 years43 years-
Gain YTD9.01314.91360%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/A1000-
Net Assets254B4.91B5,176%
Annual Yield % from dividends1.840.83221%
Returns for 1 year10.2323.2544%
Returns for 3 years35.7656.0764%
Returns for 5 years41.4263.2565%
Returns for 10 years77.5894.9282%
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