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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$38.91
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan
Price$26.99
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets32.02B
CLBCX vs FPURX Comparison Chart in %
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CLBCX vs. FPURX commentary
Oct 08, 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 Hold and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. FPURX (32B). FPURX pays higher dividends than CLBCX: FPURX (1.51) vs CLBCX (1.06). 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: 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 : 9.14 vs. FPURX (2.79). CLBCX return over 5 years is better than : 38.91 vs. FPURX (13.26).
| 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 | 13.736 | 9.854 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 32B | 831% |
| Annual Yield % from dividends | 1.06 | 1.51 | 70% |
| Returns for 1 year | 9.14 | 2.79 | 327% |
| Returns for 3 years | 48.45 | 32.51 | 149% |
| Returns for 5 years | 38.91 | 13.26 | 293% |
| Returns for 10 years | 75.43 | 49.95 | 151% |
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