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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Permanent Portfolio Permanent C
Price$75.56
Change+$0.61 (+0.81%)
VolumeN/A
Net Assets6.44B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. PRPHX (6.44B). CLBAX pays higher dividends than PRPHX: CLBAX (1.94) vs PRPHX (0.43). 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 : 28.81 vs. CLBAX (14.23). PRPHX return over 5 years is better than : 64.40 vs. CLBAX (38.44).
| 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 | 2.326 | 4.959 | 47% |
| 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 | 1.94 | 0.43 | 450% |
| Returns for 1 year | 14.23 | 28.81 | 49% |
| Returns for 3 years | 37.73 | 62.67 | 60% |
| Returns for 5 years | 38.44 | 64.40 | 60% |
| Returns for 10 years | 101.82 | N/A | - |
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