CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
FPURX
Price
$26.00
Change
+$0.10 (+0.39%)
Updated
Jul 25 closing price
Net Assets
31.45B
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CLBAX vs FPURX

Header iconCLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURXBanner chart's image
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Puritan
Price$26.00
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets31.45B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. FPURX (31.4B). CLBAX pays higher dividends than FPURX: CLBAX (1.84) vs FPURX (1.58). 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 : 10.23 vs. FPURX (3.60). CLBAX return over 5 years is better than : 41.42 vs. FPURX (15.62).
CLBAXFPURXCLBAX / FPURX
Total Expense Ratio0.580.48121%
Annual Report Gross Expense Ratio0.580.48121%
Fund Existence23 years78 years-
Gain YTD9.0135.550162%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B31.4B809%
Annual Yield % from dividends1.841.58116%
Returns for 1 year10.233.60284%
Returns for 3 years35.7620.27176%
Returns for 5 years41.4215.62265%
Returns for 10 years77.5832.20241%
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