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CLBAX vs FPUKX
CLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Fidelity Puritan K
Price$26.80
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets31.79B
CLBAX vs FPUKX Comparison Chart in %
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CLBAX vs. FPUKX commentary
Sep 29, 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 CLBAX is a Hold and FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. FPUKX (31.8B). CLBAX pays higher dividends than FPUKX: CLBAX (1.80) vs FPUKX (1.60). CLBAX was incepted earlier than FPUKX: CLBAX (24 years) vs FPUKX (17 years). CLBAX (0.58) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. CLBAX (44.00). FPUKX has a lower initial minimum investment than CLBAX: FPUKX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. FPUKX (1.23). CLBAX return over 5 years is better than : 45.97 vs. FPUKX (16.30).
| CLBAX | FPUKX | CLBAX / FPUKX | |
| Total Expense Ratio | 0.58 | 0.40 | 145% |
| Annual Report Gross Expense Ratio | 0.58 | 0.40 | 145% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 12.860 | 8.966 | 143% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 31.8B | 827% |
| Annual Yield % from dividends | 1.80 | 1.60 | 112% |
| Returns for 1 year | 7.82 | 1.23 | 637% |
| Returns for 3 years | 51.69 | 32.87 | 157% |
| Returns for 5 years | 45.97 | 16.30 | 282% |
| Returns for 10 years | 95.16 | 48.96 | 194% |
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