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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$36.34
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan
Price$25.47
Change+$0.08 (+0.32%)
VolumeN/A
CapitalizationN/A
CLBAX vs FPURX Comparison Chart
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CLBAX vs. FPURX commentary
Nov 22, 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 StrongBuy and FPURX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 237B vs. FPURX (31.2B). 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 : 20.68 vs. FPURX (14.95). CLBAX return over 5 years is better than : 38.40 vs. FPURX (21.87).
| 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 | 14.539 | 10.320 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 31.2B | 760% |
| Annual Yield % from dividends | 2.23 | 1.51 | 148% |
| Returns for 1 year | 20.68 | 14.95 | 138% |
| Returns for 3 years | 12.78 | -3.98 | -321% |
| Returns for 5 years | 38.40 | 21.87 | 176% |
| Returns for 10 years | 63.07 | 28.80 | 219% |