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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$25.27
Change-$0.62 (-2.39%)
VolumeN/A
CapitalizationN/A
CLBFX vs FPUKX Comparison Chart
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CLBFX vs. FPUKX commentary
Dec 19, 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 Hold and FPUKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. FPUKX (32.6B). 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). FPUKX annual gain was more profitable for investors over the last year : 13.57 vs. CLBFX (12.67). CLBFX return over 5 years is better than : 35.48 vs. FPUKX (22.96).
| 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 | 11.647 | 12.687 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 32.6B | 739% |
| Annual Yield % from dividends | 2.39 | 1.58 | 151% |
| Returns for 1 year | 12.67 | 13.57 | 93% |
| Returns for 3 years | 13.69 | 2.08 | 659% |
| Returns for 5 years | 35.48 | 22.96 | 155% |
| Returns for 10 years | 61.86 | 33.53 | 185% |
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