CLBFX
Price
$37.00
Change
-$0.07 (-0.19%)
Updated
Jul 28 closing price
Net Assets
254.37B
FPKFX
Price
$16.87
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
2.1B
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CLBFX vs FPKFX

Header iconCLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFXBanner chart's image
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.

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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).
CLBFXFPKFXCLBFX / FPKFX
Total Expense Ratio0.670.32209%
Annual Report Gross Expense Ratio0.670.32209%
Fund Existence23 years6 years-
Gain YTD8.9055.303168%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B2.1B12,078%
Annual Yield % from dividends1.991.70117%
Returns for 1 year9.1110.0990%
Returns for 3 years32.6440.2481%
Returns for 5 years41.0356.4373%
Returns for 10 years79.53N/A-
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