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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Puritan
Price$25.21
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
CLBFX vs FPURX Comparison Chart
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CLBFX vs. FPURX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FPURX (32.7B). 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 : 9.36 vs. FPURX (4.00). CLBFX return over 5 years is better than : 32.87 vs. FPURX (13.93).
| 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 | 2.894 | 1.449 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 32.7B | 740% |
| Annual Yield % from dividends | 2.39 | 1.51 | 158% |
| Returns for 1 year | 9.36 | 4.00 | 234% |
| Returns for 3 years | 19.64 | 6.41 | 306% |
| Returns for 5 years | 32.87 | 13.93 | 236% |
| Returns for 10 years | 68.67 | 25.95 | 265% |
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