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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Puritan
Price$26.57
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets31.79B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX commentary
Sep 10, 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: 259B vs. FPURX (31.8B). CLBAX pays higher dividends than FPURX: CLBAX (1.80) vs FPURX (1.55). CLBAX was incepted earlier than FPURX: CLBAX (24 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 : 11.72 vs. FPURX (4.37). CLBAX return over 5 years is better than : 42.50 vs. FPURX (12.51).
| CLBAX | FPURX | CLBAX / FPURX | |
| Total Expense Ratio | 0.58 | 0.48 | 121% |
| Annual Report Gross Expense Ratio | 0.58 | 0.48 | 121% |
| Fund Existence | 24 years | 78 years | - |
| Gain YTD | 11.803 | 7.377 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 31.8B | 814% |
| Annual Yield % from dividends | 1.80 | 1.55 | 116% |
| Returns for 1 year | 11.72 | 4.37 | 268% |
| Returns for 3 years | 38.19 | 20.34 | 188% |
| Returns for 5 years | 42.50 | 12.51 | 340% |
| Returns for 10 years | 89.77 | 40.71 | 221% |
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