CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FPUKX
Price
$25.70
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
31.45B
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CLBAX vs FPUKX

Header iconCLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Puritan K
Price$25.70
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
CLBAX vs FPUKX Comparison Chart in %
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CLBAX vs. FPUKX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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 : 7.84 vs. FPUKX (-0.62). CLBAX return over 5 years is better than : 43.26 vs. FPUKX (16.74).
CLBAXFPUKXCLBAX / FPUKX
Total Expense Ratio0.580.40145%
Annual Report Gross Expense Ratio0.580.40145%
Fund Existence23 years17 years-
Gain YTD8.0734.019201%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B31.4B803%
Annual Yield % from dividends1.841.63113%
Returns for 1 year7.84-0.62-1,266%
Returns for 3 years36.1419.96181%
Returns for 5 years43.2616.74258%
Returns for 10 years77.5532.38239%
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