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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$35.56
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
Fidelity Puritan K
Price$24.75
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets30.48B
CLBFX vs FPUKX Comparison Chart
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CLBFX vs. FPUKX commentary
Jun 04, 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: 242B vs. FPUKX (30.5B). CLBFX pays higher dividends than FPUKX: CLBFX (2.07) vs FPUKX (1.70). 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 : 7.93 vs. FPUKX (-1.58). CLBFX return over 5 years is better than : 39.01 vs. FPUKX (14.97).
| 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 | 4.308 | -0.190 | -2,263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 30.5B | 793% |
| Annual Yield % from dividends | 2.07 | 1.70 | 122% |
| Returns for 1 year | 7.93 | -1.58 | -503% |
| Returns for 3 years | 24.38 | 8.55 | 285% |
| Returns for 5 years | 39.01 | 14.97 | 261% |
| Returns for 10 years | 73.95 | 25.27 | 293% |
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