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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$34.78
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan
Price$25.31
Change+$0.19 (+0.76%)
VolumeN/A
CapitalizationN/A
CLBCX vs FPURX Comparison Chart
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CLBCX vs. FPURX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. FPURX (32.6B). CLBCX (1.52) and FPURX (1.51) have matching dividends . CLBCX was incepted earlier than FPURX: CLBCX (23 years) vs FPURX (78 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FPURX (52.00). FPURX has a lower initial minimum investment than CLBCX: FPURX (0) vs CLBCX (250). FPURX (10.06) and CLBCX (9.84) have marching annual gain over last year. CLBCX return over 5 years is better than : 27.39 vs. FPURX (18.72).
| CLBCX | FPURX | CLBCX / FPURX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | 9.397 | 9.637 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 32.6B | 730% |
| Annual Yield % from dividends | 1.52 | 1.51 | 101% |
| Returns for 1 year | 9.84 | 10.06 | 98% |
| Returns for 3 years | 7.98 | -2.58 | -310% |
| Returns for 5 years | 27.39 | 18.72 | 146% |
| Returns for 10 years | 52.72 | 28.46 | 185% |