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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan K6
Price$17.56
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets2.19B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX 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 CLBFX is a Hold and FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FPKFX (2.19B). CLBFX pays higher dividends than FPKFX: CLBFX (1.89) vs FPKFX (1.68). CLBFX was incepted earlier than FPKFX: CLBFX (23 years) vs FPKFX (6 years). CLBFX (0.67) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. CLBFX (44.00). FPKFX has a lower initial minimum investment than CLBFX: FPKFX (0) vs CLBFX (250). FPKFX (10.22) and CLBFX (10.12) have marching annual gain over last year. FPKFX return over 5 years is better than : 54.87 vs. CLBFX (45.45).
| CLBFX | FPKFX | CLBFX / FPKFX | |
| Total Expense Ratio | 0.67 | 0.32 | 209% |
| Annual Report Gross Expense Ratio | 0.67 | 0.32 | 209% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 14.560 | 9.610 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.19B | 12,141% |
| Annual Yield % from dividends | 1.89 | 1.68 | 113% |
| Returns for 1 year | 10.12 | 10.22 | 99% |
| Returns for 3 years | 52.59 | 59.94 | 88% |
| Returns for 5 years | 45.45 | 54.87 | 83% |
| Returns for 10 years | 92.94 | N/A | - |
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