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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$36.41
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan
Price$25.53
Change+$0.06 (+0.24%)
VolumeN/A
CapitalizationN/A
CLBFX vs FPURX Comparison Chart
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CLBFX vs. FPURX commentary
Nov 25, 2024
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 StrongBuy and FPURX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. FPURX (31.2B). CLBFX pays higher dividends than FPURX: CLBFX (2.39) vs FPURX (1.51). CLBFX was incepted earlier than FPURX: CLBFX (22 years) vs FPURX (78 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FPURX (52.00). 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 : 21.32 vs. FPURX (15.17). CLBFX return over 5 years is better than : 40.50 vs. FPURX (22.54).
| CLBFX | FPURX | CLBFX / FPURX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 78 years | - |
| Gain YTD | 15.432 | 10.928 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 31.2B | 763% |
| Annual Yield % from dividends | 2.39 | 1.51 | 158% |
| Returns for 1 year | 21.32 | 15.17 | 141% |
| Returns for 3 years | 14.36 | -2.78 | -516% |
| Returns for 5 years | 40.50 | 22.54 | 180% |
| Returns for 10 years | 67.16 | 28.98 | 232% |