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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$25.27
Change-$0.62 (-2.39%)
VolumeN/A
CapitalizationN/A
CLBCX vs FPUKX Comparison Chart
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CLBCX vs. FPUKX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. FPUKX (32.6B). 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). FPUKX annual gain was more profitable for investors over the last year : 13.57 vs. CLBCX (11.92). CLBCX return over 5 years is better than : 29.69 vs. FPUKX (22.96).
| 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 | 10.944 | 12.687 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 32.6B | 739% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 11.92 | 13.57 | 88% |
| Returns for 3 years | 10.88 | 2.08 | 523% |
| Returns for 5 years | 29.69 | 22.96 | 129% |
| Returns for 10 years | 47.43 | 33.53 | 141% |
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