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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Puritan K
Price$25.97
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets31.45B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Jul 28, 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: 254B 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 : 9.42 vs. FPUKX (3.67). CLBCX return over 5 years is better than : 36.20 vs. FPUKX (16.01).
| 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 | 8.536 | 5.592 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 31.4B | 809% |
| Annual Yield % from dividends | 1.13 | 1.63 | 69% |
| Returns for 1 year | 9.42 | 3.67 | 257% |
| Returns for 3 years | 32.73 | 20.54 | 159% |
| Returns for 5 years | 36.20 | 16.01 | 226% |
| Returns for 10 years | 64.69 | 33.22 | 195% |
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