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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Fidelity Puritan K
Price$26.06
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets31.73B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Aug 07, 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 FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. FPUKX (31.7B). CLBFX pays higher dividends than FPUKX: CLBFX (1.97) vs FPUKX (1.62). 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 : 10.98 vs. FPUKX (5.74). CLBFX return over 5 years is better than : 39.59 vs. FPUKX (12.07).
| CLBFX | FPUKX | CLBFX / FPUKX | |
| Total Expense Ratio | 0.67 | 0.40 | 168% |
| Annual Report Gross Expense Ratio | 0.67 | 0.40 | 168% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 8.728 | 5.510 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 31.7B | 795% |
| Annual Yield % from dividends | 1.97 | 1.62 | 122% |
| Returns for 1 year | 10.98 | 5.74 | 191% |
| Returns for 3 years | 32.87 | 16.60 | 198% |
| Returns for 5 years | 39.59 | 12.07 | 328% |
| Returns for 10 years | 80.83 | 33.97 | 238% |
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