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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$34.10
Change-$0.51 (-1.47%)
VolumeN/A
Net Assets237.28B
Fidelity Puritan K
Price$23.76
Change-$0.48 (-1.98%)
VolumeN/A
Net Assets31.9B
CLBCX vs FPUKX Comparison Chart
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CLBCX vs. FPUKX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 237B vs. FPUKX (31.9B). FPUKX pays higher dividends than CLBCX: FPUKX (1.64) vs CLBCX (1.19). CLBCX was incepted earlier than FPUKX: CLBCX (23 years) vs FPUKX (17 years). CLBCX (1.37) is less costly to investors than FPUKX (0.40). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (55.00). 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 : 4.36 vs. FPUKX (-2.28). CLBCX return over 5 years is better than : 31.26 vs. FPUKX (17.95).
| CLBCX | FPUKX | CLBCX / FPUKX | |
| Total Expense Ratio | 1.37 | 0.40 | 343% |
| Annual Report Gross Expense Ratio | 1.37 | 0.40 | 343% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.845 | -2.337 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 31.9B | 743% |
| Annual Yield % from dividends | 1.19 | 1.64 | 73% |
| Returns for 1 year | 4.36 | -2.28 | -192% |
| Returns for 3 years | 16.18 | 4.98 | 325% |
| Returns for 5 years | 31.26 | 17.95 | 174% |
| Returns for 10 years | 54.10 | 24.16 | 224% |
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