CLBCX
Price
$34.25
Change
-$0.82 (-2.34%)
Updated
Dec 18 closing price
FPUKX
Price
$25.27
Change
-$0.62 (-2.39%)
Updated
Dec 18 closing price
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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$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).
CLBCXFPUKXCLBCX / FPUKX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years17 years-
Gain YTD10.94412.68786%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets241B32.6B739%
Annual Yield % from dividends1.521.5896%
Returns for 1 year11.9213.5788%
Returns for 3 years10.882.08523%
Returns for 5 years29.6922.96129%
Returns for 10 years47.4333.53141%
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