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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Permanent Portfolio Permanent C
Price$71.31
Change-$0.60 (-0.83%)
VolumeN/A
Net Assets6B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX commentary
Oct 19, 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: 266B vs. PRPHX (6B). CLBAX pays higher dividends than PRPHX: CLBAX (1.76) 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 : 20.16 vs. CLBAX (8.72). PRPHX return over 5 years is better than : 62.09 vs. CLBAX (43.96).
| 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 | 14.656 | 22.991 | 64% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6B | 4,436% |
| Annual Yield % from dividends | 1.76 | 0.09 | 1,860% |
| Returns for 1 year | 8.72 | 20.16 | 43% |
| Returns for 3 years | 51.33 | 66.52 | 77% |
| Returns for 5 years | 43.96 | 62.09 | 71% |
| Returns for 10 years | 88.01 | N/A | - |