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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$36.36
Change+$0.13 (+0.36%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan
Price$25.47
Change+$0.08 (+0.32%)
VolumeN/A
CapitalizationN/A
CLBCX vs FPURX Comparison Chart
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CLBCX vs. FPURX commentary
Nov 22, 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 StrongBuy and FPURX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 237B vs. FPURX (31.2B). 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 : 19.72 vs. FPURX (14.95). CLBCX return over 5 years is better than : 33.28 vs. FPURX (21.87).
| 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 | 13.749 | 10.320 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 31.2B | 760% |
| Annual Yield % from dividends | 1.52 | 1.51 | 101% |
| Returns for 1 year | 19.72 | 14.95 | 132% |
| Returns for 3 years | 10.22 | -3.98 | -257% |
| Returns for 5 years | 33.28 | 21.87 | 152% |
| Returns for 10 years | 51.16 | 28.80 | 178% |
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