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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$40.15
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan K
Price$26.71
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets32.07B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Dec 13, 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 StrongBuy and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FPUKX (32.1B). FPUKX pays higher dividends than CLBCX: FPUKX (1.68) vs CLBCX (1.02). 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 : 9.79 vs. FPUKX (4.28). CLBCX return over 5 years is better than : 37.30 vs. FPUKX (13.09).
| 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 | 17.361 | 9.027 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.1B | 838% |
| Annual Yield % from dividends | 1.02 | 1.68 | 61% |
| Returns for 1 year | 9.79 | 4.28 | 229% |
| Returns for 3 years | 41.27 | 33.49 | 123% |
| Returns for 5 years | 37.30 | 13.09 | 285% |
| Returns for 10 years | 79.55 | 48.94 | 163% |
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