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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Permanent Portfolio Permanent C
Price$71.45
Change-$0.59 (-0.82%)
VolumeN/A
Net Assets6B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX commentary
Nov 14, 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 PRPHX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. PRPHX (6B). CLBAX pays higher dividends than PRPHX: CLBAX (1.73) vs PRPHX (0.09). CLBAX was incepted earlier than PRPHX: CLBAX (24 years) vs PRPHX (9 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 : 20.20 vs. CLBAX (9.96). PRPHX return over 5 years is better than : 60.26 vs. CLBAX (43.13).
| 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 | 9 years | - |
| Gain YTD | 16.246 | 24.250 | 67% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6B | 4,486% |
| Annual Yield % from dividends | 1.73 | 0.09 | 1,857% |
| Returns for 1 year | 9.96 | 20.20 | 49% |
| Returns for 3 years | 44.29 | 55.80 | 79% |
| Returns for 5 years | 43.13 | 60.26 | 72% |
| Returns for 10 years | 90.70 | N/A | - |
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