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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan
Price$25.31
Change+$0.19 (+0.76%)
VolumeN/A
CapitalizationN/A
CLBAX vs FPURX Comparison Chart
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CLBAX vs. FPURX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. FPURX (32.6B). 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 : 10.70 vs. FPURX (10.06). CLBAX return over 5 years is better than : 32.25 vs. FPURX (18.72).
| 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 | 10.217 | 9.637 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 32.6B | 730% |
| Annual Yield % from dividends | 2.23 | 1.51 | 148% |
| Returns for 1 year | 10.70 | 10.06 | 106% |
| Returns for 3 years | 10.47 | -2.58 | -406% |
| Returns for 5 years | 32.25 | 18.72 | 172% |
| Returns for 10 years | 64.71 | 28.46 | 227% |