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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Puritan K6
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.02B
CLBFX vs FPKFX Comparison Chart
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CLBFX vs. FPKFX commentary
Jun 15, 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: 244B vs. FPKFX (2.02B). CLBFX pays higher dividends than FPKFX: CLBFX (2.07) vs FPKFX (1.77). 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 : 5.44 vs. FPKFX (3.70). FPKFX return over 5 years is better than : 58.71 vs. CLBFX (41.30).
| 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 | 4.519 | 0.078 | 5,764% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.02B | 12,085% |
| Annual Yield % from dividends | 2.07 | 1.77 | 117% |
| Returns for 1 year | 5.44 | 3.70 | 147% |
| Returns for 3 years | 34.29 | 41.66 | 82% |
| Returns for 5 years | 41.30 | 58.71 | 70% |
| Returns for 10 years | 73.68 | N/A | - |
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