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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Fidelity Puritan K6
Price$17.58
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets2.21B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Jan 15, 2026
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 Hold and FPKFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FPKFX (2.21B). CLBFX pays higher dividends than FPKFX: CLBFX (2.08) vs FPKFX (1.78). CLBFX was incepted earlier than FPKFX: CLBFX (23 years) vs FPKFX (7 years). CLBFX (0.67) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 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 : 14.42 vs. FPKFX (11.44). FPKFX return over 5 years is better than : 48.23 vs. CLBFX (39.53).
| CLBFX | FPKFX | CLBFX / FPKFX | |
| Total Expense Ratio | 0.67 | 0.33 | 203% |
| Annual Report Gross Expense Ratio | 0.67 | 0.33 | 203% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.357 | 2.260 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.21B | 12,212% |
| Annual Yield % from dividends | 2.08 | 1.78 | 117% |
| Returns for 1 year | 14.42 | 11.44 | 126% |
| Returns for 3 years | 38.39 | 50.04 | 77% |
| Returns for 5 years | 39.53 | 48.23 | 82% |
| Returns for 10 years | 105.76 | N/A | - |
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