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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$35.94
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets245.62B
Fidelity Puritan
Price$25.01
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets30.48B
CLBCX vs FPURX Comparison Chart
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CLBCX vs. FPURX commentary
Jun 13, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 246B vs. FPURX (30.5B). FPURX pays higher dividends than CLBCX: FPURX (1.64) vs CLBCX (1.18). 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 : 6.05 vs. FPURX (-2.92). CLBCX return over 5 years is better than : 36.10 vs. FPURX (16.66).
| CLBCX | FPURX | CLBCX / FPURX | |
| Total Expense Ratio | 1.35 | 0.48 | 281% |
| Annual Report Gross Expense Ratio | 1.35 | 0.48 | 281% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | 4.973 | 0.763 | 652% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 30.5B | 807% |
| Annual Yield % from dividends | 1.18 | 1.64 | 72% |
| Returns for 1 year | 6.05 | -2.92 | -207% |
| Returns for 3 years | 31.03 | 17.03 | 182% |
| Returns for 5 years | 36.10 | 16.66 | 217% |
| Returns for 10 years | 60.03 | 25.75 | 233% |
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