Interact to see
Advertisement
Advertisement
CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$35.61
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
Fidelity Puritan K
Price$24.75
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets30.48B
CLBCX vs FPUKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FPUKX commentary
Jun 04, 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: 242B 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 : 6.98 vs. FPUKX (-1.58). CLBCX return over 5 years is better than : 32.73 vs. FPUKX (14.97).
| 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 | 3.887 | -0.190 | -2,041% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 30.5B | 793% |
| Annual Yield % from dividends | 1.18 | 1.70 | 70% |
| Returns for 1 year | 6.98 | -1.58 | -443% |
| Returns for 3 years | 21.00 | 8.55 | 246% |
| Returns for 5 years | 32.73 | 14.97 | 219% |
| Returns for 10 years | 58.12 | 25.27 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement