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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$37.01
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
Fidelity Puritan K
Price$26.06
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets31.73B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Aug 07, 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: 252B vs. FPUKX (31.7B). FPUKX pays higher dividends than CLBCX: FPUKX (1.62) vs CLBCX (1.12). 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 : 9.97 vs. FPUKX (5.74). CLBCX return over 5 years is better than : 33.32 vs. FPUKX (12.07).
| 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 | 8.098 | 5.510 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 31.7B | 795% |
| Annual Yield % from dividends | 1.12 | 1.62 | 70% |
| Returns for 1 year | 9.97 | 5.74 | 174% |
| Returns for 3 years | 29.25 | 16.60 | 176% |
| Returns for 5 years | 33.32 | 12.07 | 276% |
| Returns for 10 years | 64.42 | 33.97 | 190% |
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