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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Puritan K
Price$26.01
Change-$0.39 (-1.48%)
VolumeN/A
Net Assets32.25B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FPUKX (32.3B). FPUKX pays higher dividends than CLBCX: FPUKX (1.68) vs CLBCX (1.04). CLBCX was incepted earlier than FPUKX: CLBCX (24 years) vs FPUKX (18 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 : 7.92 vs. FPUKX (5.41). CLBCX return over 5 years is better than : 36.11 vs. FPUKX (11.51).
| CLBCX | FPUKX | CLBCX / FPUKX | |
| Total Expense Ratio | 1.35 | 0.40 | 338% |
| Annual Report Gross Expense Ratio | 1.35 | 0.40 | 338% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.029 | 7.842 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.3B | 833% |
| Annual Yield % from dividends | 1.04 | 1.68 | 62% |
| Returns for 1 year | 7.92 | 5.41 | 146% |
| Returns for 3 years | 40.07 | 34.20 | 117% |
| Returns for 5 years | 36.11 | 11.51 | 314% |
| Returns for 10 years | 73.04 | 45.71 | 160% |
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