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CLBAX vs FPUKX
CLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Puritan K
Price$24.77
Change-$0.22 (-0.88%)
VolumeN/A
Net Assets30.48B
CLBAX vs FPUKX Comparison Chart
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CLBAX vs. FPUKX commentary
Jun 16, 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: 244B vs. FPUKX (30.5B). CLBAX pays higher dividends than FPUKX: CLBAX (1.91) vs FPUKX (1.70). 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 : 5.26 vs. FPUKX (-3.37). CLBAX return over 5 years is better than : 40.12 vs. FPUKX (16.39).
| 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 | 4.431 | 0.255 | 1,739% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 30.5B | 800% |
| Annual Yield % from dividends | 1.91 | 1.70 | 113% |
| Returns for 1 year | 5.26 | -3.37 | -156% |
| Returns for 3 years | 33.60 | 17.26 | 195% |
| Returns for 5 years | 40.12 | 16.39 | 245% |
| Returns for 10 years | 70.29 | 25.60 | 275% |
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