CLBCX
Price
$34.10
Change
-$0.51 (-1.47%)
Updated
Mar 10 closing price
Net Assets
237.28B
FPUKX
Price
$23.76
Change
-$0.48 (-1.98%)
Updated
Mar 10 closing price
Net Assets
31.9B
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CLBCX vs FPUKX

Header iconCLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKXBanner chart's image
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.

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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).
CLBCXFPUKXCLBCX / FPUKX
Total Expense Ratio1.370.40343%
Annual Report Gross Expense Ratio1.370.40343%
Fund Existence23 years17 years-
Gain YTD0.845-2.337-36%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets237B31.9B743%
Annual Yield % from dividends1.191.6473%
Returns for 1 year4.36-2.28-192%
Returns for 3 years16.184.98325%
Returns for 5 years31.2617.95174%
Returns for 10 years54.1024.16224%
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