CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FPKFX
Price
$16.71
Change
+$0.09 (+0.54%)
Updated
Jul 3 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$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.

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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).
CLBFXFPKFXCLBFX / FPKFX
Total Expense Ratio0.670.32209%
Annual Report Gross Expense Ratio0.670.32209%
Fund Existence23 years6 years-
Gain YTD8.1693.806215%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B2.1B11,983%
Annual Yield % from dividends1.991.70117%
Returns for 1 year8.026.68120%
Returns for 3 years36.8044.8582%
Returns for 5 years44.4959.1175%
Returns for 10 years81.14N/A-
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