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CLBCX vs FPURX
CLBCX vs FPURX Comparison
Open Charts CLBCX vs FPURX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Puritan
Price$26.57
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets31.79B
CLBCX vs FPURX Comparison Chart in %
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CLBCX vs. FPURX commentary
Sep 10, 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: 259B vs. FPURX (31.8B). FPURX pays higher dividends than CLBCX: FPURX (1.55) vs CLBCX (1.11). 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 : 10.90 vs. FPURX (4.37). CLBCX return over 5 years is better than : 37.22 vs. FPURX (12.51).
| 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 | 11.223 | 7.377 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 31.8B | 814% |
| Annual Yield % from dividends | 1.11 | 1.55 | 72% |
| Returns for 1 year | 10.90 | 4.37 | 249% |
| Returns for 3 years | 35.13 | 20.34 | 173% |
| Returns for 5 years | 37.22 | 12.51 | 298% |
| Returns for 10 years | 76.01 | 40.71 | 187% |
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