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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$35.87
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets245.62B
Fidelity Puritan
Price$25.01
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets30.48B
CLBAX vs FPURX Comparison Chart
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CLBAX vs. FPURX commentary
Jun 13, 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: 246B vs. FPURX (30.5B). CLBAX pays higher dividends than FPURX: CLBAX (1.91) vs FPURX (1.64). CLBAX was incepted earlier than FPURX: CLBAX (23 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 : 6.83 vs. FPURX (-2.92). CLBAX return over 5 years is better than : 41.35 vs. FPURX (16.66).
| CLBAX | FPURX | CLBAX / FPURX | |
| Total Expense Ratio | 0.58 | 0.48 | 121% |
| Annual Report Gross Expense Ratio | 0.58 | 0.48 | 121% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | 5.342 | 0.763 | 700% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 30.5B | 807% |
| Annual Yield % from dividends | 1.91 | 1.64 | 117% |
| Returns for 1 year | 6.83 | -2.92 | -234% |
| Returns for 3 years | 34.05 | 17.03 | 200% |
| Returns for 5 years | 41.35 | 16.66 | 248% |
| Returns for 10 years | 72.53 | 25.75 | 282% |
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