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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$39.73
Change+$0.25 (+0.63%)
VolumeN/A
Net Assets269.83B
Fidelity Puritan
Price$26.37
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets32.25B
CLBCX vs FPURX Comparison Chart in %
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CLBCX vs. FPURX commentary
Nov 28, 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 StrongBuy and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FPURX (32.3B). FPURX pays higher dividends than CLBCX: FPURX (1.62) vs CLBCX (1.04). CLBCX was incepted earlier than FPURX: CLBCX (24 years) vs FPURX (79 years). CLBCX (1.35) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 58.00 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 : 9.35 vs. FPURX (4.24). CLBCX return over 5 years is better than : 36.89 vs. FPURX (9.48).
| CLBCX | FPURX | CLBCX / FPURX | |
| Total Expense Ratio | 1.35 | 0.48 | 281% |
| Annual Report Gross Expense Ratio | 1.35 | 0.48 | 281% |
| Fund Existence | 24 years | 79 years | - |
| Gain YTD | 16.133 | 7.537 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.3B | 836% |
| Annual Yield % from dividends | 1.04 | 1.62 | 64% |
| Returns for 1 year | 9.35 | 4.24 | 220% |
| Returns for 3 years | 40.03 | 31.68 | 126% |
| Returns for 5 years | 36.89 | 9.48 | 389% |
| Returns for 10 years | 74.12 | 41.98 | 177% |