Interact to see
Advertisement
Advertisement
CLBCX vs FPUKX
CLBCX vs FPUKX Comparison
Open Charts CLBCX vs FPUKX
American Funds American Balanced 529C
Price$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
Fidelity Puritan K
Price$26.08
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets31.73B
CLBCX vs FPUKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FPUKX commentary
Aug 20, 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: 256B vs. FPUKX (31.7B). FPUKX pays higher dividends than CLBCX: FPUKX (1.62) vs CLBCX (1.12). 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 : 5.99 vs. FPUKX (1.48). CLBCX return over 5 years is better than : 34.19 vs. FPUKX (12.46).
| 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 | 8.770 | 6.730 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 31.7B | 808% |
| Annual Yield % from dividends | 1.12 | 1.62 | 70% |
| Returns for 1 year | 5.99 | 1.48 | 404% |
| Returns for 3 years | 28.63 | 16.71 | 171% |
| Returns for 5 years | 34.19 | 12.46 | 274% |
| Returns for 10 years | 71.33 | 40.62 | 176% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement