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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Puritan
Price$26.75
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets32.3B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Feb 04, 2026
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 Hold and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FPURX (32.3B). CLBAX pays higher dividends than FPURX: CLBAX (1.89) vs FPURX (1.64). CLBAX was incepted earlier than FPURX: CLBAX (24 years) vs FPURX (79 years). CLBAX (0.58) is less costly to investors than FPURX (0.47). FPURX is a more actively managed with annual turnover of: 58.00 vs. CLBAX (44.00). FPURX has a lower initial minimum investment than CLBAX: FPURX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. FPURX (6.93). CLBAX return over 5 years is better than : 37.40 vs. FPURX (7.52).
| CLBAX | FPURX | CLBAX / FPURX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 79 years | - |
| Gain YTD | 2.460 | 2.572 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.3B | 836% |
| Annual Yield % from dividends | 1.89 | 1.64 | 116% |
| Returns for 1 year | 11.35 | 6.93 | 164% |
| Returns for 3 years | 36.75 | 29.16 | 126% |
| Returns for 5 years | 37.40 | 7.52 | 497% |
| Returns for 10 years | 100.85 | 57.93 | 174% |
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