CLBFX
Price
$38.80
Change
-$0.09 (-0.23%)
Updated
Oct 7 closing price
Net Assets
266.1B
FPUKX
Price
$26.96
Change
-$0.08 (-0.30%)
Updated
Oct 7 closing price
Net Assets
32.02B
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CLBFX vs FPUKX

Header iconCLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKXBanner chart's image
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan K
Price$26.96
Change-$0.08 (-0.30%)
VolumeN/A
Net Assets32.02B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX 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 FPUKX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FPUKX (32B). CLBFX pays higher dividends than FPUKX: CLBFX (1.89) vs FPUKX (1.56). CLBFX was incepted earlier than FPUKX: CLBFX (23 years) vs FPUKX (17 years). CLBFX (0.67) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). FPUKX has a lower initial minimum investment than CLBFX: FPUKX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.12 vs. FPUKX (2.86). CLBFX return over 5 years is better than : 45.45 vs. FPUKX (13.68).
CLBFXFPUKXCLBFX / FPUKX
Total Expense Ratio0.670.40168%
Annual Report Gross Expense Ratio0.670.40168%
Fund Existence23 years17 years-
Gain YTD14.5609.942146%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets266B32B831%
Annual Yield % from dividends1.891.56121%
Returns for 1 year10.122.86354%
Returns for 3 years52.5932.82160%
Returns for 5 years45.4513.68332%
Returns for 10 years92.9451.14182%
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