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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan K6
Price$17.44
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets2.22B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Dec 26, 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 StrongBuy and FPKFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FPKFX (2.22B). CLBFX pays higher dividends than FPKFX: CLBFX (1.83) vs FPKFX (1.74). 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 : 9.28 vs. FPKFX (7.37). FPKFX return over 5 years is better than : 47.68 vs. CLBFX (37.42).
| 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 | 10.722 | 9.366 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.22B | 12,095% |
| Annual Yield % from dividends | 1.83 | 1.74 | 105% |
| Returns for 1 year | 9.28 | 7.37 | 126% |
| Returns for 3 years | 38.20 | 53.05 | 72% |
| Returns for 5 years | 37.42 | 47.68 | 78% |
| Returns for 10 years | 88.92 | N/A | - |
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