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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Fidelity Puritan K
Price$26.44
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets31.73B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 255B vs. FPUKX (31.7B). FPUKX pays higher dividends than CLBCX: FPUKX (1.62) vs CLBCX (1.12). 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 : 7.27 vs. FPUKX (1.91). CLBCX return over 5 years is better than : 34.02 vs. FPUKX (10.14).
| CLBCX | FPUKX | CLBCX / FPUKX | |
| Total Expense Ratio | 1.35 | 0.40 | 338% |
| Annual Report Gross Expense Ratio | 1.35 | 0.40 | 338% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 10.055 | 7.177 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 31.7B | 804% |
| Annual Yield % from dividends | 1.12 | 1.62 | 70% |
| Returns for 1 year | 7.27 | 1.91 | 381% |
| Returns for 3 years | 33.57 | 20.50 | 164% |
| Returns for 5 years | 34.02 | 10.14 | 336% |
| Returns for 10 years | 73.57 | 41.14 | 179% |