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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$37.00
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Puritan K6
Price$16.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.1B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Jul 29, 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 CLBFX is a Buy and FPKFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. FPKFX (2.1B). CLBFX pays higher dividends than FPKFX: CLBFX (1.99) vs FPKFX (1.70). CLBFX was incepted earlier than FPKFX: CLBFX (23 years) vs FPKFX (6 years). CLBFX (0.67) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. CLBFX (44.00). FPKFX has a lower initial minimum investment than CLBFX: FPKFX (0) vs CLBFX (250). FPKFX annual gain was more profitable for investors over the last year : 10.09 vs. CLBFX (9.11). FPKFX return over 5 years is better than : 56.43 vs. CLBFX (41.03).
| CLBFX | FPKFX | CLBFX / FPKFX | |
| Total Expense Ratio | 0.67 | 0.32 | 209% |
| Annual Report Gross Expense Ratio | 0.67 | 0.32 | 209% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.905 | 5.303 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.1B | 12,078% |
| Annual Yield % from dividends | 1.99 | 1.70 | 117% |
| Returns for 1 year | 9.11 | 10.09 | 90% |
| Returns for 3 years | 32.64 | 40.24 | 81% |
| Returns for 5 years | 41.03 | 56.43 | 73% |
| Returns for 10 years | 79.53 | N/A | - |
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