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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$36.55
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$25.16
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
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CLBCX vs FPUKX Comparison Chart
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CLBCX vs. FPUKX commentary
Oct 18, 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 StrongBuy and FPUKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 239B vs. FPUKX (31.9B). FPUKX (1.58) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than FPUKX: CLBCX (23 years) vs FPUKX (16 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 annual gain was more profitable for investors over the last year : 24.29 vs. FPUKX (18.78). CLBCX return over 5 years is better than : 38.06 vs. FPUKX (24.91).
| CLBCX | FPUKX | CLBCX / FPUKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 14.597 | 9.553 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 31.9B | 749% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 24.29 | 18.78 | 129% |
| Returns for 3 years | 13.35 | -0.40 | -3,329% |
| Returns for 5 years | 38.06 | 24.91 | 153% |
| Returns for 10 years | 61.41 | 36.97 | 166% |
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