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CLBAX vs FPURX
CLBAX vs FPURX Comparison
Open Charts CLBAX vs FPURX
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.
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).
| 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 | 8.073 | 3.956 | 204% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 31.4B | 803% |
| Annual Yield % from dividends | 1.84 | 1.58 | 116% |
| Returns for 1 year | 7.84 | -0.68 | -1,156% |
| Returns for 3 years | 36.14 | 19.72 | 183% |
| Returns for 5 years | 43.26 | 16.35 | 265% |
| Returns for 10 years | 77.55 | 31.34 | 247% |
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