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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Fidelity Puritan K
Price$26.80
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets31.79B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Sep 29, 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 Hold and FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. FPUKX (31.8B). FPUKX pays higher dividends than CLBCX: FPUKX (1.60) vs CLBCX (1.11). CLBCX was incepted earlier than FPUKX: CLBCX (24 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 : 7.19 vs. FPUKX (1.23). CLBCX return over 5 years is better than : 40.81 vs. FPUKX (16.30).
| 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 | 17 years | - |
| Gain YTD | 12.421 | 8.966 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 31.8B | 827% |
| Annual Yield % from dividends | 1.11 | 1.60 | 69% |
| Returns for 1 year | 7.19 | 1.23 | 586% |
| Returns for 3 years | 48.53 | 32.87 | 148% |
| Returns for 5 years | 40.81 | 16.30 | 250% |
| Returns for 10 years | 81.37 | 48.96 | 166% |
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