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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Permanent Portfolio Permanent C
Price$76.37
Change+$6.03 (+8.57%)
VolumeN/A
Net Assets6.44B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX 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 PRPHX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. PRPHX (6.44B). CLBAX pays higher dividends than PRPHX: CLBAX (1.89) vs PRPHX (0.41). CLBAX was incepted earlier than PRPHX: CLBAX (24 years) vs PRPHX (10 years). PRPHX (1.81) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. PRPHX (22.14). CLBAX has a lower initial minimum investment than PRPHX: CLBAX (250) vs PRPHX (1000). PRPHX annual gain was more profitable for investors over the last year : 27.11 vs. CLBAX (11.35). PRPHX return over 5 years is better than : 66.31 vs. CLBAX (37.40).
| CLBAX | PRPHX | CLBAX / PRPHX | |
| Total Expense Ratio | 0.58 | 1.81 | 32% |
| Annual Report Gross Expense Ratio | 0.58 | 1.81 | 32% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.460 | 6.084 | 40% |
| Front Load | 4% | N/A | - |
| 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 | 0.41 | 460% |
| Returns for 1 year | 11.35 | 27.11 | 42% |
| Returns for 3 years | 36.75 | 64.17 | 57% |
| Returns for 5 years | 37.40 | 66.31 | 56% |
| Returns for 10 years | 100.85 | N/A | - |
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