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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Fidelity Puritan K
Price$23.37
Change+$0.33 (+1.43%)
VolumeN/A
Net Assets30.08B
CLBCX vs FPUKX Comparison Chart
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CLBCX vs. FPUKX commentary
Apr 26, 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: 227B vs. FPUKX (30.1B). FPUKX pays higher dividends than CLBCX: FPUKX (1.71) vs CLBCX (1.22). 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 : 3.40 vs. FPUKX (-4.48). CLBCX return over 5 years is better than : 32.42 vs. FPUKX (14.76).
| 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 | -1.773 | -6.747 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 30.1B | 754% |
| Annual Yield % from dividends | 1.22 | 1.71 | 71% |
| Returns for 1 year | 3.40 | -4.48 | -76% |
| Returns for 3 years | 13.04 | -0.20 | -6,451% |
| Returns for 5 years | 32.42 | 14.76 | 220% |
| Returns for 10 years | 47.25 | 16.46 | 287% |