Interact to see
Advertisement
Advertisement
CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Fidelity Puritan
Price$25.89
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets32.02B
CLBCX vs FPURX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FPURX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. FPURX (32B). FPURX pays higher dividends than CLBCX: FPURX (1.51) vs CLBCX (1.06). CLBCX was incepted earlier than FPURX: CLBCX (24 years) vs FPURX (79 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 : 7.87 vs. FPURX (4.62). CLBCX return over 5 years is better than : 38.56 vs. FPURX (10.16).
| 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 | 79 years | - |
| Gain YTD | 13.912 | 5.580 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 32B | 831% |
| Annual Yield % from dividends | 1.06 | 1.51 | 70% |
| Returns for 1 year | 7.87 | 4.62 | 170% |
| Returns for 3 years | 47.86 | 36.74 | 130% |
| Returns for 5 years | 38.56 | 10.16 | 379% |
| Returns for 10 years | 74.34 | 43.26 | 172% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement