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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$36.07
Change+$0.37 (+1.04%)
VolumeN/A
Net Assets245.53B
Fidelity Puritan K
Price$25.20
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets30.48B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Jun 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: 246B 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 : 6.73 vs. FPUKX (-2.44). CLBFX return over 5 years is better than : 43.15 vs. FPUKX (14.74).
| 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 | 6.168 | 1.024 | 602% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246B | 30.5B | 807% |
| Annual Yield % from dividends | 2.07 | 1.70 | 122% |
| Returns for 1 year | 6.73 | -2.44 | -276% |
| Returns for 3 years | 33.48 | 15.67 | 214% |
| Returns for 5 years | 43.15 | 14.74 | 293% |
| Returns for 10 years | 76.43 | 26.28 | 291% |
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