Interact to see
Advertisement
Advertisement
CLBAX vs FPUKX
CLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKX
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Fidelity Puritan K
Price$26.08
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets31.73B
CLBAX vs FPUKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FPUKX commentary
Aug 20, 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 Buy and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. FPUKX (31.7B). CLBAX pays higher dividends than FPUKX: CLBAX (1.82) vs FPUKX (1.62). 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 : 6.80 vs. FPUKX (1.48). CLBAX return over 5 years is better than : 39.36 vs. FPUKX (12.46).
| 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 | 9.306 | 6.730 | 138% |
| Front Load | 4% | 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 | 1.82 | 1.62 | 113% |
| Returns for 1 year | 6.80 | 1.48 | 458% |
| Returns for 3 years | 31.60 | 16.71 | 189% |
| Returns for 5 years | 39.36 | 12.46 | 316% |
| Returns for 10 years | 84.68 | 40.62 | 208% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement