Interact to see
Advertisement
Advertisement
CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Puritan
Price$26.27
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets31.73B
CLBFX vs FPURX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FPURX commentary
Aug 16, 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: 256B vs. FPURX (31.7B). CLBFX pays higher dividends than FPURX: CLBFX (1.97) vs FPURX (1.56). 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 : 8.11 vs. FPURX (2.47). CLBFX return over 5 years is better than : 40.98 vs. FPURX (13.47).
| 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 | 9.847 | 6.931 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 31.7B | 808% |
| Annual Yield % from dividends | 1.97 | 1.56 | 126% |
| Returns for 1 year | 8.11 | 2.47 | 329% |
| Returns for 3 years | 31.15 | 15.26 | 204% |
| Returns for 5 years | 40.98 | 13.47 | 304% |
| Returns for 10 years | 82.32 | 34.24 | 240% |