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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$32.74
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Fidelity Puritan
Price$22.69
Change-$0.52 (-2.24%)
VolumeN/A
Net Assets30.08B
CLBCX vs FPURX Comparison Chart
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CLBCX vs. FPURX commentary
Apr 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 229B vs. FPURX (30.1B). FPURX pays higher dividends than CLBCX: FPURX (1.66) vs CLBCX (1.22). CLBCX was incepted earlier than FPURX: CLBCX (23 years) vs FPURX (78 years). CLBCX (1.37) is less costly to investors than FPURX (0.48). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FPURX (55.00). 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 : 1.58 vs. FPURX (-5.68). CLBCX return over 5 years is better than : 33.41 vs. FPURX (18.47).
| CLBCX | FPURX | CLBCX / FPURX | |
| Total Expense Ratio | 1.37 | 0.48 | 285% |
| Annual Report Gross Expense Ratio | 1.37 | 0.48 | 285% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | -2.415 | -6.189 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 30.1B | 761% |
| Annual Yield % from dividends | 1.22 | 1.66 | 74% |
| Returns for 1 year | 1.58 | -5.68 | -28% |
| Returns for 3 years | 10.06 | -2.49 | -405% |
| Returns for 5 years | 33.41 | 18.47 | 181% |
| Returns for 10 years | 47.63 | 16.33 | 292% |
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