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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$39.67
Change+$0.25 (+0.63%)
VolumeN/A
Net Assets269.83B
Fidelity Puritan
Price$26.37
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets32.25B
CLBFX vs FPURX Comparison Chart in %
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CLBFX vs. FPURX commentary
Nov 28, 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 StrongBuy and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FPURX (32.3B). CLBFX pays higher dividends than FPURX: CLBFX (1.86) vs FPURX (1.62). CLBFX was incepted earlier than FPURX: CLBFX (23 years) vs FPURX (79 years). CLBFX (0.67) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 58.00 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 : 10.35 vs. FPURX (4.24). CLBFX return over 5 years is better than : 43.32 vs. FPURX (9.48).
| 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 | 79 years | - |
| Gain YTD | 17.129 | 7.537 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.3B | 836% |
| Annual Yield % from dividends | 1.86 | 1.62 | 115% |
| Returns for 1 year | 10.35 | 4.24 | 244% |
| Returns for 3 years | 43.96 | 31.68 | 139% |
| Returns for 5 years | 43.32 | 9.48 | 457% |
| Returns for 10 years | 91.45 | 41.98 | 218% |
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