Interact to see
Advertisement
Advertisement
CLBAX vs FPUKX
CLBAX vs FPUKX Comparison
Open Charts CLBAX vs FPUKX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.073 | 4.019 | 201% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 31.4B | 803% |
| Annual Yield % from dividends | 1.84 | 1.63 | 113% |
| Returns for 1 year | 7.84 | -0.62 | -1,266% |
| Returns for 3 years | 36.14 | 19.96 | 181% |
| Returns for 5 years | 43.26 | 16.74 | 258% |
| Returns for 10 years | 77.55 | 32.38 | 239% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DUKQ | 26.17 | 0.17 | +0.67% |
| Ocean Park Domestic ETF | |||
| DOGG | 20.18 | 0.08 | +0.40% |
| FT Vest DJIA® Dogs 10 Trgt Inc ETF | |||
| IGIB | 52.98 | -0.10 | -0.19% |
| iShares 5-10 Year invmt Grd Corp Bd ETF | |||
| EUSB | 43.28 | -0.09 | -0.21% |
| iShares ESG Advanced Ttl USD Bd Mrkt ETF | |||
| FDEM | 28.20 | -0.06 | -0.21% |
| Fidelity Emerging Markets Mltfct ETF | |||