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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Fidelity Puritan
Price$22.69
Change-$0.52 (-2.24%)
VolumeN/A
Net Assets30.08B
CLBFX vs FPURX Comparison Chart
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CLBFX vs. FPURX commentary
Apr 11, 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: 229B vs. FPURX (30.1B). CLBFX pays higher dividends than FPURX: CLBFX (2.14) vs FPURX (1.66). CLBFX was incepted earlier than FPURX: CLBFX (23 years) vs FPURX (78 years). CLBFX (0.68) is less costly to investors than FPURX (0.48). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FPURX (55.00). 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 : 2.47 vs. FPURX (-5.68). CLBFX return over 5 years is better than : 39.71 vs. FPURX (18.47).
| CLBFX | FPURX | CLBFX / FPURX | |
| Total Expense Ratio | 0.68 | 0.48 | 142% |
| Annual Report Gross Expense Ratio | 0.68 | 0.48 | 142% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | -2.174 | -6.189 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 30.1B | 761% |
| Annual Yield % from dividends | 2.14 | 1.66 | 129% |
| Returns for 1 year | 2.47 | -5.68 | -43% |
| Returns for 3 years | 13.09 | -2.49 | -527% |
| Returns for 5 years | 39.71 | 18.47 | 215% |
| Returns for 10 years | 62.36 | 16.33 | 382% |
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