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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$36.18
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets245.53B
Fidelity Puritan K
Price$25.20
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets30.48B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Jun 26, 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: 246B vs. FPUKX (30.5B). FPUKX pays higher dividends than CLBCX: FPUKX (1.70) vs CLBCX (1.18). CLBCX was incepted earlier than FPUKX: CLBCX (23 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 : 5.80 vs. FPUKX (-2.44). CLBCX return over 5 years is better than : 36.72 vs. FPUKX (14.74).
| CLBCX | FPUKX | CLBCX / FPUKX | |
| Total Expense Ratio | 1.35 | 0.40 | 338% |
| Annual Report Gross Expense Ratio | 1.35 | 0.40 | 338% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 5.674 | 1.024 | 554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 30.5B | 807% |
| Annual Yield % from dividends | 1.18 | 1.70 | 70% |
| Returns for 1 year | 5.80 | -2.44 | -237% |
| Returns for 3 years | 29.81 | 15.67 | 190% |
| Returns for 5 years | 36.72 | 14.74 | 249% |
| Returns for 10 years | 60.41 | 26.28 | 230% |
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