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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Puritan K
Price$25.19
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
CLBCX vs FPUKX Comparison Chart
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CLBCX vs. FPUKX commentary
Feb 23, 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 CLBCX is a Hold and FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FPUKX (32.7B). FPUKX (1.58) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than FPUKX: CLBCX (23 years) vs FPUKX (17 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). FPUKX has a lower initial minimum investment than CLBCX: FPUKX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.39 vs. FPUKX (4.11). CLBCX return over 5 years is better than : 26.92 vs. FPUKX (14.37).
| CLBCX | FPUKX | CLBCX / FPUKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.768 | 1.491 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 32.7B | 740% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 8.39 | 4.11 | 204% |
| Returns for 3 years | 16.44 | 6.64 | 248% |
| Returns for 5 years | 26.92 | 14.37 | 187% |
| Returns for 10 years | 53.37 | 26.99 | 198% |