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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Puritan
Price$26.99
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets32.02B
CLBFX vs FPURX Comparison Chart in %
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CLBFX vs. FPURX commentary
Oct 08, 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 Hold and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FPURX (32B). CLBFX pays higher dividends than FPURX: CLBFX (1.89) vs FPURX (1.51). CLBFX was incepted earlier than FPURX: CLBFX (23 years) vs FPURX (79 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 : 10.12 vs. FPURX (2.79). CLBFX return over 5 years is better than : 45.45 vs. FPURX (13.26).
| 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 | 79 years | - |
| Gain YTD | 14.560 | 9.854 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 32B | 831% |
| Annual Yield % from dividends | 1.89 | 1.51 | 125% |
| Returns for 1 year | 10.12 | 2.79 | 362% |
| Returns for 3 years | 52.59 | 32.51 | 162% |
| Returns for 5 years | 45.45 | 13.26 | 343% |
| Returns for 10 years | 92.94 | 49.95 | 186% |
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