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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Fidelity Puritan K
Price$25.39
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets31.8B
CLBCX vs FPUKX Comparison Chart
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CLBCX vs. FPUKX commentary
Jan 19, 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 Buy and FPUKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FPUKX (31.8B). 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 (11.42) and FPUKX (11.02) have marching annual gain over last year. CLBCX return over 5 years is better than : 26.62 vs. FPUKX (16.95).
| 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 | 1.894 | 2.297 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 31.8B | 755% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 11.42 | 11.02 | 104% |
| Returns for 3 years | 11.24 | 2.74 | 411% |
| Returns for 5 years | 26.62 | 16.95 | 157% |
| Returns for 10 years | 56.78 | 33.10 | 172% |
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