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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$38.85
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan
Price$26.99
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets32.02B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Oct 08, 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 Hold and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FPURX (32B). CLBAX pays higher dividends than FPURX: CLBAX (1.76) vs FPURX (1.51). CLBAX was incepted earlier than FPURX: CLBAX (24 years) vs FPURX (79 years). CLBAX (0.58) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 vs. CLBAX (44.00). 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 : 9.98 vs. FPURX (2.79). CLBAX return over 5 years is better than : 44.30 vs. FPURX (13.26).
| CLBAX | FPURX | CLBAX / FPURX | |
| Total Expense Ratio | 0.58 | 0.48 | 121% |
| Annual Report Gross Expense Ratio | 0.58 | 0.48 | 121% |
| Fund Existence | 24 years | 79 years | - |
| Gain YTD | 14.420 | 9.854 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 32B | 831% |
| Annual Yield % from dividends | 1.76 | 1.51 | 116% |
| Returns for 1 year | 9.98 | 2.79 | 357% |
| Returns for 3 years | 51.86 | 32.51 | 159% |
| Returns for 5 years | 44.30 | 13.26 | 334% |
| Returns for 10 years | 89.16 | 49.95 | 178% |
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