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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Puritan
Price$25.21
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
CLBAX vs FPURX Comparison Chart
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CLBAX vs. FPURX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. FPURX (32.7B). CLBAX pays higher dividends than FPURX: CLBAX (2.23) vs FPURX (1.51). CLBAX was incepted earlier than FPURX: CLBAX (23 years) vs FPURX (78 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FPURX (52.00). 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 : 9.22 vs. FPURX (4.00). CLBAX return over 5 years is better than : 31.74 vs. FPURX (13.93).
| CLBAX | FPURX | CLBAX / FPURX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | 2.890 | 1.449 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 32.7B | 740% |
| Annual Yield % from dividends | 2.23 | 1.51 | 148% |
| Returns for 1 year | 9.22 | 4.00 | 230% |
| Returns for 3 years | 19.12 | 6.41 | 298% |
| Returns for 5 years | 31.74 | 13.93 | 228% |
| Returns for 10 years | 65.36 | 25.95 | 252% |