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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Puritan K
Price$25.70
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX 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 CLBCX is a Buy and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FPUKX (31.4B). FPUKX pays higher dividends than CLBCX: FPUKX (1.63) vs CLBCX (1.13). CLBCX was incepted earlier than FPUKX: CLBCX (23 years) vs FPUKX (17 years). CLBCX (1.35) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). FPUKX has a lower initial minimum investment than CLBCX: FPUKX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. FPUKX (-0.62). CLBCX return over 5 years is better than : 37.95 vs. FPUKX (16.74).
| CLBCX | FPUKX | CLBCX / FPUKX | |
| Total Expense Ratio | 1.35 | 0.40 | 338% |
| Annual Report Gross Expense Ratio | 1.35 | 0.40 | 338% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 7.660 | 4.019 | 191% |
| Front Load | N/A | 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 | 1.13 | 1.63 | 69% |
| Returns for 1 year | 7.04 | -0.62 | -1,138% |
| Returns for 3 years | 33.08 | 19.96 | 166% |
| Returns for 5 years | 37.95 | 16.74 | 227% |
| Returns for 10 years | 64.69 | 32.38 | 200% |
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