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CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Fidelity Puritan K
Price$26.72
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets32.3B
CLBCX vs FPUKX Comparison Chart in %
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CLBCX vs. FPUKX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FPUKX (32.3B). FPUKX pays higher dividends than CLBCX: FPUKX (1.70) vs CLBCX (1.19). 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: 58.00 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 : 10.51 vs. FPUKX (7.00). CLBCX return over 5 years is better than : 32.27 vs. FPUKX (7.87).
| 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 | 2.375 | 2.575 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.3B | 836% |
| Annual Yield % from dividends | 1.19 | 1.70 | 70% |
| Returns for 1 year | 10.51 | 7.00 | 150% |
| Returns for 3 years | 33.67 | 29.40 | 115% |
| Returns for 5 years | 32.27 | 7.87 | 410% |
| Returns for 10 years | 86.26 | 59.14 | 146% |
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