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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Puritan
Price$25.21
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
CLBCX vs FPURX Comparison Chart
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CLBCX vs. FPURX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FPURX (32.7B). 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). CLBCX annual gain was more profitable for investors over the last year : 8.39 vs. FPURX (4.00). CLBCX return over 5 years is better than : 26.92 vs. FPURX (13.93).
| 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 | 2.768 | 1.449 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 32.7B | 740% |
| Annual Yield % from dividends | 1.52 | 1.51 | 101% |
| Returns for 1 year | 8.39 | 4.00 | 210% |
| Returns for 3 years | 16.44 | 6.41 | 256% |
| Returns for 5 years | 26.92 | 13.93 | 193% |
| Returns for 10 years | 53.37 | 25.95 | 206% |
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