Interact to see
Advertisement
Advertisement
CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Puritan K6
Price$17.21
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.19B
CLBFX vs FPKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FPKFX commentary
Oct 19, 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: 266B vs. FPKFX (2.19B). CLBFX pays higher dividends than FPKFX: CLBFX (1.89) vs FPKFX (1.68). 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 : 8.84 vs. FPKFX (8.13). FPKFX return over 5 years is better than : 50.90 vs. CLBFX (45.11).
| 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 | 14.767 | 7.923 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.19B | 12,141% |
| Annual Yield % from dividends | 1.89 | 1.68 | 113% |
| Returns for 1 year | 8.84 | 8.13 | 109% |
| Returns for 3 years | 52.03 | 56.27 | 92% |
| Returns for 5 years | 45.11 | 50.90 | 89% |
| Returns for 10 years | 91.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement