Interact to see
Advertisement
Advertisement
CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Fidelity Puritan K6
Price$17.11
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets2.23B
CLBFX vs FPKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FPKFX commentary
Nov 20, 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 CLBFX is a Hold and FPKFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FPKFX (2.23B). CLBFX pays higher dividends than FPKFX: CLBFX (1.86) vs FPKFX (1.74). CLBFX was incepted earlier than FPKFX: CLBFX (23 years) vs FPKFX (6 years). CLBFX (0.67) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 vs. CLBFX (44.00). FPKFX has a lower initial minimum investment than CLBFX: FPKFX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.14 vs. FPKFX (6.65). FPKFX return over 5 years is better than : 48.94 vs. CLBFX (41.70).
| CLBFX | FPKFX | CLBFX / FPKFX | |
| Total Expense Ratio | 0.67 | 0.33 | 203% |
| Annual Report Gross Expense Ratio | 0.67 | 0.33 | 203% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.206 | 7.296 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.23B | 11,794% |
| Annual Yield % from dividends | 1.86 | 1.74 | 107% |
| Returns for 1 year | 9.14 | 6.65 | 138% |
| Returns for 3 years | 42.41 | 48.47 | 87% |
| Returns for 5 years | 41.70 | 48.94 | 85% |
| Returns for 10 years | 86.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers