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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$39.71
Change+$0.25 (+0.63%)
VolumeN/A
Net Assets269.83B
Fidelity Puritan
Price$26.37
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets32.25B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Nov 28, 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 StrongBuy and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FPURX (32.3B). CLBAX pays higher dividends than FPURX: CLBAX (1.73) vs FPURX (1.62). CLBAX was incepted earlier than FPURX: CLBAX (24 years) vs FPURX (79 years). CLBAX (0.58) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 58.00 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 : 10.18 vs. FPURX (4.24). CLBAX return over 5 years is better than : 42.16 vs. FPURX (9.48).
| 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 | 79 years | - |
| Gain YTD | 16.953 | 7.537 | 225% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.3B | 836% |
| Annual Yield % from dividends | 1.73 | 1.62 | 107% |
| Returns for 1 year | 10.18 | 4.24 | 240% |
| Returns for 3 years | 43.29 | 31.68 | 137% |
| Returns for 5 years | 42.16 | 9.48 | 445% |
| Returns for 10 years | 87.73 | 41.98 | 209% |
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