Interact to see
Advertisement
Advertisement
CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan
Price$26.30
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets32.07B
CLBAX vs FPURX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FPURX commentary
Dec 27, 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 StrongBuy and FPURX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FPURX (32.1B). CLBAX (1.70) and FPURX (1.62) have matching dividends . 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 : 9.19 vs. FPURX (5.30). CLBAX return over 5 years is better than : 36.41 vs. FPURX (9.38).
| 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 | 10.621 | 7.252 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.1B | 838% |
| Annual Yield % from dividends | 1.70 | 1.62 | 105% |
| Returns for 1 year | 9.19 | 5.30 | 173% |
| Returns for 3 years | 37.64 | 34.18 | 110% |
| Returns for 5 years | 36.41 | 9.38 | 388% |
| Returns for 10 years | 85.38 | 43.60 | 196% |
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 % |
| FFLV | 24.70 | 0.11 | +0.43% |
| Fidelity Fundamental Large Cap Value ETF | |||
| BFK | 9.84 | 0.01 | +0.10% |
| BlackRock Municipal Income Trust | |||
| IYRI | 48.92 | 0.01 | +0.02% |
| NEOS Real Estate High Income ETF | |||
| ICVT | 99.87 | -0.01 | -0.01% |
| iShares Convertible Bond ETF | |||
| COMB | 23.33 | -0.01 | -0.03% |
| GraniteShares Blmbrg CmdtyBrdStr NoK1ETF | |||