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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Fidelity Puritan K
Price$23.29
Change-$0.80 (-3.32%)
VolumeN/A
Net Assets30.08B
CLBFX vs FPUKX Comparison Chart
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CLBFX vs. FPUKX commentary
Apr 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: 235B vs. FPUKX (30.1B). CLBFX pays higher dividends than FPUKX: CLBFX (2.14) vs FPUKX (1.71). CLBFX was incepted earlier than FPUKX: CLBFX (23 years) vs FPUKX (17 years). CLBFX (0.68) is less costly to investors than FPUKX (0.40). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (55.00). 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 : 1.49 vs. FPUKX (-3.19). CLBFX return over 5 years is better than : 49.30 vs. FPUKX (31.94).
| CLBFX | FPUKX | CLBFX / FPUKX | |
| Total Expense Ratio | 0.68 | 0.40 | 170% |
| Annual Report Gross Expense Ratio | 0.68 | 0.40 | 170% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -2.116 | -2.941 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 30.1B | 781% |
| Annual Yield % from dividends | 2.14 | 1.71 | 125% |
| Returns for 1 year | 1.49 | -3.19 | -47% |
| Returns for 3 years | 10.84 | -2.27 | -478% |
| Returns for 5 years | 49.30 | 31.94 | 154% |
| Returns for 10 years | 62.85 | 21.93 | 287% |