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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Puritan
Price$26.27
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets31.73B
CLBCX vs FPURX Comparison Chart in %
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CLBCX vs. FPURX commentary
Aug 18, 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 FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. FPURX (31.7B). FPURX pays higher dividends than CLBCX: FPURX (1.56) vs CLBCX (1.12). CLBCX was incepted earlier than FPURX: CLBCX (24 years) vs FPURX (78 years). CLBCX (1.35) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). FPURX has a lower initial minimum investment than CLBCX: FPURX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.14 vs. FPURX (2.20). CLBCX return over 5 years is better than : 34.64 vs. FPURX (13.17).
| CLBCX | FPURX | CLBCX / FPURX | |
| Total Expense Ratio | 1.35 | 0.48 | 281% |
| Annual Report Gross Expense Ratio | 1.35 | 0.48 | 281% |
| Fund Existence | 24 years | 78 years | - |
| Gain YTD | 9.208 | 6.647 | 139% |
| 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 | 1.56 | 72% |
| Returns for 1 year | 7.14 | 2.20 | 325% |
| Returns for 3 years | 27.58 | 14.95 | 184% |
| Returns for 5 years | 34.64 | 13.17 | 263% |
| Returns for 10 years | 65.77 | 33.88 | 194% |
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