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CLBAX vs PRPHX
CLBAX vs PRPHX Comparison
Open Charts CLBAX vs PRPHX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Permanent Portfolio Permanent C
Price$66.32
Change-$0.14 (-0.21%)
VolumeN/A
Net Assets5.16B
CLBAX vs PRPHX Comparison Chart in %
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CLBAX vs. PRPHX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. PRPHX (5.16B). CLBAX pays higher dividends than PRPHX: CLBAX (1.82) vs PRPHX (0.10). 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 : 19.22 vs. CLBAX (7.96). PRPHX return over 5 years is better than : 50.41 vs. CLBAX (39.83).
| 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 | 9.747 | 14.384 | 68% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.16B | 4,965% |
| Annual Yield % from dividends | 1.82 | 0.10 | 1,810% |
| Returns for 1 year | 7.96 | 19.22 | 41% |
| Returns for 3 years | 30.56 | 45.12 | 68% |
| Returns for 5 years | 39.83 | 50.41 | 79% |
| Returns for 10 years | 78.78 | N/A | - |
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