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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Puritan K6
Price$17.31
Change-$0.27 (-1.54%)
VolumeN/A
Net Assets2.23B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FPKFX (2.23B). CLBFX pays higher dividends than FPKFX: CLBFX (1.86) vs FPKFX (1.74). 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 : 10.11 vs. FPKFX (8.72). FPKFX return over 5 years is better than : 52.46 vs. CLBFX (44.32).
| 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 | 16.391 | 10.181 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.23B | 12,063% |
| Annual Yield % from dividends | 1.86 | 1.74 | 107% |
| Returns for 1 year | 10.11 | 8.72 | 116% |
| Returns for 3 years | 44.93 | 52.47 | 86% |
| Returns for 5 years | 44.32 | 52.46 | 84% |
| Returns for 10 years | 94.43 | N/A | - |
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