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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$32.69
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Fidelity Puritan
Price$22.69
Change-$0.52 (-2.24%)
VolumeN/A
Net Assets30.08B
CLBAX vs FPURX Comparison Chart
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CLBAX vs. FPURX commentary
Apr 11, 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 229B vs. FPURX (30.1B). CLBAX pays higher dividends than FPURX: CLBAX (1.98) vs FPURX (1.66). CLBAX was incepted earlier than FPURX: CLBAX (23 years) vs FPURX (78 years). CLBAX (0.60) is less costly to investors than FPURX (0.48). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FPURX (55.00). FPURX has a lower initial minimum investment than CLBAX: FPURX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 2.33 vs. FPURX (-5.68). CLBAX return over 5 years is better than : 38.56 vs. FPURX (18.47).
| CLBAX | FPURX | CLBAX / FPURX | |
| Total Expense Ratio | 0.60 | 0.48 | 125% |
| Annual Report Gross Expense Ratio | 0.60 | 0.48 | 125% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | -2.207 | -6.189 | 36% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 30.1B | 761% |
| Annual Yield % from dividends | 1.98 | 1.66 | 119% |
| Returns for 1 year | 2.33 | -5.68 | -41% |
| Returns for 3 years | 12.58 | -2.49 | -506% |
| Returns for 5 years | 38.56 | 18.47 | 209% |
| Returns for 10 years | 59.21 | 16.33 | 363% |
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