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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan
Price$26.30
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets32.07B
CLBCX vs FPURX Comparison Chart in %
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CLBCX vs. FPURX commentary
Dec 27, 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 StrongBuy and FPURX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FPURX (32.1B). FPURX pays higher dividends than CLBCX: FPURX (1.62) vs CLBCX (1.02). CLBCX was incepted earlier than FPURX: CLBCX (24 years) vs FPURX (79 years). CLBCX (1.35) is less costly to investors than FPURX (0.47). FPURX is a more actively managed with annual turnover of: 58.00 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 : 8.57 vs. FPURX (5.30). CLBCX return over 5 years is better than : 31.60 vs. FPURX (9.38).
| CLBCX | FPURX | CLBCX / FPURX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 79 years | - |
| Gain YTD | 10.024 | 7.252 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.1B | 838% |
| Annual Yield % from dividends | 1.02 | 1.62 | 63% |
| Returns for 1 year | 8.57 | 5.30 | 162% |
| Returns for 3 years | 34.81 | 34.18 | 102% |
| Returns for 5 years | 31.60 | 9.38 | 337% |
| Returns for 10 years | 72.29 | 43.60 | 166% |
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