CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
251.2B
FPURX
Price
$25.72
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
31.45B
Interact to see
Advertisement

CLBAX vs FPURX

Header iconCLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
Fidelity Puritan
Price$25.72
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
CLBAX vs FPURX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBAX vs. FPURX commentary
Jul 04, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 251B 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 : 7.84 vs. FPURX (-1.22). CLBAX return over 5 years is better than : 43.26 vs. FPURX (15.72).
CLBAXFPURXCLBAX / FPURX
Total Expense Ratio0.580.48121%
Annual Report Gross Expense Ratio0.580.48121%
Fund Existence23 years78 years-
Gain YTD8.0733.390238%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets251B31.4B799%
Annual Yield % from dividends1.841.58116%
Returns for 1 year7.84-1.22-643%
Returns for 3 years36.1419.06190%
Returns for 5 years43.2615.72275%
Returns for 10 years77.5530.63253%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SFWL1.010.06
+6.09%
Shengfeng Development Limited
NUVB2.090.04
+1.95%
Nuvation Bio
MEGL1.640.03
+1.86%
Magic Empire Global Limited
TRMD17.310.20
+1.17%
TORM plc
DLTR101.91-1.10
-1.07%
Dollar Tree