Interact to see
Advertisement
Advertisement
CLBCX vs FPKFX
CLBCX vs FPKFX Comparison
Open Charts CLBCX vs FPKFX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Puritan K6
Price$17.05
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets2.14B
CLBCX vs FPKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FPKFX commentary
Aug 18, 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 CLBCX is a Buy and FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. FPKFX (2.14B). FPKFX pays higher dividends than CLBCX: FPKFX (1.73) vs CLBCX (1.12). CLBCX was incepted earlier than FPKFX: CLBCX (24 years) vs FPKFX (6 years). CLBCX (1.35) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. CLBCX (44.00). FPKFX has a lower initial minimum investment than CLBCX: FPKFX (0) vs CLBCX (250). FPKFX annual gain was more profitable for investors over the last year : 9.65 vs. CLBCX (7.14). FPKFX return over 5 years is better than : 54.92 vs. CLBCX (34.64).
| CLBCX | FPKFX | CLBCX / FPKFX | |
| Total Expense Ratio | 1.35 | 0.32 | 422% |
| Annual Report Gross Expense Ratio | 1.35 | 0.32 | 422% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.208 | 6.427 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.14B | 11,991% |
| Annual Yield % from dividends | 1.12 | 1.73 | 65% |
| Returns for 1 year | 7.14 | 9.65 | 74% |
| Returns for 3 years | 27.58 | 38.79 | 71% |
| Returns for 5 years | 34.64 | 54.92 | 63% |
| Returns for 10 years | 65.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement