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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Puritan K6
Price$16.71
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets2.1B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Jul 07, 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: 252B 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). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. FPKFX (6.68). FPKFX return over 5 years is better than : 59.11 vs. CLBFX (44.49).
| 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 | 8.169 | 3.806 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.1B | 11,983% |
| Annual Yield % from dividends | 1.99 | 1.70 | 117% |
| Returns for 1 year | 8.02 | 6.68 | 120% |
| Returns for 3 years | 36.80 | 44.85 | 82% |
| Returns for 5 years | 44.49 | 59.11 | 75% |
| Returns for 10 years | 81.14 | N/A | - |
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