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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$25.15
Change-$0.25 (-0.98%)
VolumeN/A
CapitalizationN/A
CLBFX vs FPUKX Comparison Chart
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CLBFX vs. FPUKX commentary
Nov 18, 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 CLBFX is a StrongBuy and FPUKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FPUKX (31.2B). CLBFX pays higher dividends than FPUKX: CLBFX (2.39) vs FPUKX (1.58). CLBFX was incepted earlier than FPUKX: CLBFX (22 years) vs FPUKX (17 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). 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 : 21.04 vs. FPUKX (14.75). CLBFX return over 5 years is better than : 38.61 vs. FPUKX (21.23).
| CLBFX | FPUKX | CLBFX / FPUKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 14.196 | 9.466 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 31.2B | 756% |
| Annual Yield % from dividends | 2.39 | 1.58 | 151% |
| Returns for 1 year | 21.04 | 14.75 | 143% |
| Returns for 3 years | 12.47 | -4.64 | -269% |
| Returns for 5 years | 38.61 | 21.23 | 182% |
| Returns for 10 years | 66.57 | 29.16 | 228% |
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