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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
Fidelity Puritan K
Price$23.37
Change+$0.33 (+1.43%)
VolumeN/A
Net Assets30.08B
CLBFX vs FPUKX Comparison Chart
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CLBFX vs. FPUKX commentary
Apr 26, 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: 227B 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 : 4.34 vs. FPUKX (-4.48). CLBFX return over 5 years is better than : 38.66 vs. FPUKX (14.76).
| 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 | -1.470 | -6.747 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 30.1B | 754% |
| Annual Yield % from dividends | 2.14 | 1.71 | 125% |
| Returns for 1 year | 4.34 | -4.48 | -97% |
| Returns for 3 years | 16.23 | -0.20 | -8,032% |
| Returns for 5 years | 38.66 | 14.76 | 262% |
| Returns for 10 years | 61.97 | 16.46 | 377% |
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