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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$37.41
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets256.44B
Fidelity Puritan K6
Price$17.10
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.14B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Aug 16, 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 Buy and FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. FPKFX (2.14B). CLBFX pays higher dividends than FPKFX: CLBFX (1.97) vs FPKFX (1.73). 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 annual gain was more profitable for investors over the last year : 11.30 vs. CLBFX (9.37). FPKFX return over 5 years is better than : 55.46 vs. CLBFX (41.32).
| 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 | 10.112 | 6.801 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.14B | 11,991% |
| Annual Yield % from dividends | 1.97 | 1.73 | 114% |
| Returns for 1 year | 9.37 | 11.30 | 83% |
| Returns for 3 years | 31.59 | 39.28 | 80% |
| Returns for 5 years | 41.32 | 55.46 | 75% |
| Returns for 10 years | 82.47 | N/A | - |
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