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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Puritan
Price$26.45
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets31.79B
CLBFX vs FPURX Comparison Chart in %
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CLBFX vs. FPURX commentary
Sep 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 Buy and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. FPURX (31.8B). CLBFX pays higher dividends than FPURX: CLBFX (1.94) vs FPURX (1.55). 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 : 10.11 vs. FPURX (3.25). CLBFX return over 5 years is better than : 42.70 vs. FPURX (12.28).
| 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 | 11.495 | 7.377 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 31.8B | 814% |
| Annual Yield % from dividends | 1.94 | 1.55 | 126% |
| Returns for 1 year | 10.11 | 3.25 | 311% |
| Returns for 3 years | 41.65 | 23.66 | 176% |
| Returns for 5 years | 42.70 | 12.28 | 348% |
| Returns for 10 years | 92.18 | 40.44 | 228% |
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