Interact to see
Advertisement
Advertisement
CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Puritan
Price$24.80
Change-$0.21 (-0.84%)
VolumeN/A
Net Assets30.48B
CLBAX vs FPURX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FPURX 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. FPURX (30.5B). CLBAX pays higher dividends than FPURX: CLBAX (1.91) vs FPURX (1.64). CLBAX was incepted earlier than FPURX: CLBAX (23 years) vs FPURX (78 years). CLBAX (0.58) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 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 : 5.26 vs. FPURX (-3.39). CLBAX return over 5 years is better than : 40.12 vs. FPURX (16.05).
| CLBAX | FPURX | CLBAX / FPURX | |
| Total Expense Ratio | 0.58 | 0.48 | 121% |
| Annual Report Gross Expense Ratio | 0.58 | 0.48 | 121% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | 4.431 | 0.237 | 1,866% |
| 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 | 1.64 | 117% |
| Returns for 1 year | 5.26 | -3.39 | -155% |
| Returns for 3 years | 33.60 | 17.04 | 197% |
| Returns for 5 years | 40.12 | 16.05 | 250% |
| Returns for 10 years | 70.29 | 24.64 | 285% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement