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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$25.15
Change-$0.25 (-0.98%)
VolumeN/A
CapitalizationN/A
CLBCX vs FPUKX Comparison Chart
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CLBCX vs. FPUKX commentary
Nov 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: 236B vs. FPUKX (31.2B). 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). CLBCX annual gain was more profitable for investors over the last year : 19.97 vs. FPUKX (14.75). CLBCX return over 5 years is better than : 32.31 vs. FPUKX (21.23).
| 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 | 13.278 | 9.466 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 31.2B | 756% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 19.97 | 14.75 | 135% |
| Returns for 3 years | 9.41 | -4.64 | -203% |
| Returns for 5 years | 32.31 | 21.23 | 152% |
| Returns for 10 years | 51.34 | 29.16 | 176% |
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