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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Puritan
Price$26.27
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets31.73B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Aug 16, 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: 256B vs. FPURX (31.7B). CLBAX pays higher dividends than FPURX: CLBAX (1.82) vs FPURX (1.56). CLBAX was incepted earlier than FPURX: CLBAX (24 years) vs FPURX (78 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 : 7.96 vs. FPURX (2.47). CLBAX return over 5 years is better than : 39.83 vs. FPURX (13.47).
| 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 | 78 years | - |
| Gain YTD | 9.747 | 6.931 | 141% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 31.7B | 808% |
| Annual Yield % from dividends | 1.82 | 1.56 | 117% |
| Returns for 1 year | 7.96 | 2.47 | 322% |
| Returns for 3 years | 30.56 | 15.26 | 200% |
| Returns for 5 years | 39.83 | 13.47 | 296% |
| Returns for 10 years | 78.78 | 34.24 | 230% |
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