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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Puritan
Price$26.45
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets31.79B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Sep 08, 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: 259B vs. FPURX (31.8B). CLBAX pays higher dividends than FPURX: CLBAX (1.80) vs FPURX (1.55). CLBAX was incepted earlier than FPURX: CLBAX (24 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 : 9.95 vs. FPURX (3.25). CLBAX return over 5 years is better than : 41.54 vs. FPURX (12.28).
| 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 | 78 years | - |
| Gain YTD | 11.362 | 7.377 | 154% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 31.8B | 814% |
| Annual Yield % from dividends | 1.80 | 1.55 | 116% |
| Returns for 1 year | 9.95 | 3.25 | 306% |
| Returns for 3 years | 40.92 | 23.66 | 173% |
| Returns for 5 years | 41.54 | 12.28 | 338% |
| Returns for 10 years | 88.47 | 40.44 | 219% |
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