CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
251.2B
FPURX
Price
$25.72
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
31.45B
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CLBCX vs FPURX

Header iconCLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
Fidelity Puritan
Price$25.72
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
CLBCX vs FPURX Comparison Chart in %
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CLBCX vs. FPURX commentary
Jul 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 FPURX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 251B vs. FPURX (31.4B). FPURX pays higher dividends than CLBCX: FPURX (1.58) vs CLBCX (1.13). CLBCX was incepted earlier than FPURX: CLBCX (23 years) vs FPURX (78 years). CLBCX (1.35) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). FPURX has a lower initial minimum investment than CLBCX: FPURX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. FPURX (-1.22). CLBCX return over 5 years is better than : 37.95 vs. FPURX (15.72).
CLBCXFPURXCLBCX / FPURX
Total Expense Ratio1.350.48281%
Annual Report Gross Expense Ratio1.350.48281%
Fund Existence23 years78 years-
Gain YTD7.6603.390226%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets251B31.4B799%
Annual Yield % from dividends1.131.5872%
Returns for 1 year7.04-1.22-578%
Returns for 3 years33.0819.06173%
Returns for 5 years37.9515.72241%
Returns for 10 years64.6930.63211%
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