Interact to see
Advertisement
Advertisement
CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
Fidelity Puritan
Price$25.72
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
CLBFX vs FPURX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FPURX commentary
Jul 04, 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: 251B vs. FPURX (31.4B). CLBFX pays higher dividends than FPURX: CLBFX (1.99) vs FPURX (1.58). 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 : 8.02 vs. FPURX (-1.22). CLBFX return over 5 years is better than : 44.49 vs. FPURX (15.72).
| 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 | 8.169 | 3.390 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 31.4B | 799% |
| Annual Yield % from dividends | 1.99 | 1.58 | 126% |
| Returns for 1 year | 8.02 | -1.22 | -658% |
| Returns for 3 years | 36.80 | 19.06 | 193% |
| Returns for 5 years | 44.49 | 15.72 | 283% |
| Returns for 10 years | 81.14 | 30.63 | 265% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement