CLBCX
Price
$38.91
Change
-$0.10 (-0.26%)
Updated
Oct 7 closing price
Net Assets
266.1B
FPUKX
Price
$26.96
Change
-$0.08 (-0.30%)
Updated
Oct 7 closing price
Net Assets
32.02B
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CLBCX vs FPUKX

Header iconCLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKXBanner chart's image
American Funds American Balanced 529C
Price$38.91
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan K
Price$26.96
Change-$0.08 (-0.30%)
VolumeN/A
Net Assets32.02B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Oct 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 CLBCX is a Hold and FPUKX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. FPUKX (32B). FPUKX pays higher dividends than CLBCX: FPUKX (1.56) vs CLBCX (1.06). CLBCX was incepted earlier than FPUKX: CLBCX (24 years) vs FPUKX (17 years). CLBCX (1.35) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). 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 : 9.14 vs. FPUKX (2.86). CLBCX return over 5 years is better than : 38.91 vs. FPUKX (13.68).
CLBCXFPUKXCLBCX / FPUKX
Total Expense Ratio1.350.40338%
Annual Report Gross Expense Ratio1.350.40338%
Fund Existence24 years17 years-
Gain YTD13.7369.942138%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets266B32B831%
Annual Yield % from dividends1.061.5667%
Returns for 1 year9.142.86320%
Returns for 3 years48.4532.82148%
Returns for 5 years38.9113.68284%
Returns for 10 years75.4351.14148%
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