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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Puritan
Price$24.80
Change-$0.21 (-0.84%)
VolumeN/A
Net Assets30.48B
CLBCX vs FPURX Comparison Chart
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CLBCX vs. FPURX commentary
Jun 16, 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: 244B vs. FPURX (30.5B). FPURX pays higher dividends than CLBCX: FPURX (1.64) vs CLBCX (1.18). CLBCX was incepted earlier than FPURX: CLBCX (23 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 : 4.49 vs. FPURX (-3.39). CLBCX return over 5 years is better than : 34.93 vs. FPURX (16.05).
| CLBCX | FPURX | CLBCX / FPURX | |
| Total Expense Ratio | 1.35 | 0.48 | 281% |
| Annual Report Gross Expense Ratio | 1.35 | 0.48 | 281% |
| Fund Existence | 23 years | 78 years | - |
| Gain YTD | 4.067 | 0.237 | 1,713% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 30.5B | 800% |
| Annual Yield % from dividends | 1.18 | 1.64 | 72% |
| Returns for 1 year | 4.49 | -3.39 | -133% |
| Returns for 3 years | 30.63 | 17.04 | 180% |
| Returns for 5 years | 34.93 | 16.05 | 218% |
| Returns for 10 years | 57.89 | 24.64 | 235% |
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