CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FPURX
Price
$25.72
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
31.45B
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CLBAX vs FPURX

Header iconCLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Puritan
Price$25.72
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
CLBAX vs FPURX Comparison Chart in %
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CLBAX vs. FPURX 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 FPURX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FPURX (31.4B). CLBAX pays higher dividends than FPURX: CLBAX (1.84) vs FPURX (1.58). 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 : 7.84 vs. FPURX (-0.68). CLBAX return over 5 years is better than : 43.26 vs. FPURX (16.35).
CLBAXFPURXCLBAX / FPURX
Total Expense Ratio0.580.48121%
Annual Report Gross Expense Ratio0.580.48121%
Fund Existence23 years78 years-
Gain YTD8.0733.956204%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B31.4B803%
Annual Yield % from dividends1.841.58116%
Returns for 1 year7.84-0.68-1,156%
Returns for 3 years36.1419.72183%
Returns for 5 years43.2616.35265%
Returns for 10 years77.5531.34247%
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