Interact to see
Advertisement
Advertisement
CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$35.82
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets245.62B
Fidelity Puritan
Price$25.01
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets30.48B
CLBFX vs FPURX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FPURX commentary
Jun 13, 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 246B vs. FPURX (30.5B). CLBFX pays higher dividends than FPURX: CLBFX (2.07) vs FPURX (1.64). CLBFX was incepted earlier than FPURX: CLBFX (23 years) vs FPURX (78 years). CLBFX (0.67) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). FPURX has a lower initial minimum investment than CLBFX: FPURX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 6.98 vs. FPURX (-2.92). CLBFX return over 5 years is better than : 42.53 vs. FPURX (16.66).
| CLBFX | FPURX | CLBFX / FPURX | |
| Total Expense Ratio | 0.67 | 0.48 | 140% |
| Annual Report Gross Expense Ratio | 0.67 | 0.48 | 140% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | 5.432 | 0.763 | 712% |
| 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 | 1.64 | 126% |
| Returns for 1 year | 6.98 | -2.92 | -239% |
| Returns for 3 years | 34.70 | 17.03 | 204% |
| Returns for 5 years | 42.53 | 16.66 | 255% |
| Returns for 10 years | 75.97 | 25.75 | 295% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement