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CLBAX vs FPUKX
CLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Puritan K
Price$25.97
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets31.45B
CLBAX vs FPUKX Comparison Chart in %
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CLBAX vs. FPUKX commentary
Jul 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 CLBAX is a Buy and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. FPUKX (31.4B). CLBAX pays higher dividends than FPUKX: CLBAX (1.84) vs FPUKX (1.63). CLBAX was incepted earlier than FPUKX: CLBAX (23 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 : 10.23 vs. FPUKX (3.67). CLBAX return over 5 years is better than : 41.42 vs. FPUKX (16.01).
| CLBAX | FPUKX | CLBAX / FPUKX | |
| Total Expense Ratio | 0.58 | 0.40 | 145% |
| Annual Report Gross Expense Ratio | 0.58 | 0.40 | 145% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.013 | 5.592 | 161% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 31.4B | 809% |
| Annual Yield % from dividends | 1.84 | 1.63 | 113% |
| Returns for 1 year | 10.23 | 3.67 | 279% |
| Returns for 3 years | 35.76 | 20.54 | 174% |
| Returns for 5 years | 41.42 | 16.01 | 259% |
| Returns for 10 years | 77.58 | 33.22 | 234% |
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