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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Puritan K
Price$25.39
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets31.8B
CLBFX vs FPUKX Comparison Chart
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CLBFX vs. FPUKX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. FPUKX (31.8B). 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 : 12.43 vs. FPUKX (11.02). CLBFX return over 5 years is better than : 32.62 vs. FPUKX (16.95).
| 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 | 1.958 | 2.297 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 31.8B | 755% |
| Annual Yield % from dividends | 2.39 | 1.58 | 151% |
| Returns for 1 year | 12.43 | 11.02 | 113% |
| Returns for 3 years | 14.37 | 2.74 | 525% |
| Returns for 5 years | 32.62 | 16.95 | 192% |
| Returns for 10 years | 72.52 | 33.10 | 219% |
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