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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Puritan K6
Price$17.67
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets2.24B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FPKFX (2.24B). CLBFX pays higher dividends than FPKFX: CLBFX (2.03) vs FPKFX (1.75). 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 : 11.50 vs. FPKFX (8.98). FPKFX return over 5 years is better than : 45.47 vs. CLBFX (38.44).
| 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 | 2.464 | 2.607 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.24B | 12,081% |
| Annual Yield % from dividends | 2.03 | 1.75 | 116% |
| Returns for 1 year | 11.50 | 8.98 | 128% |
| Returns for 3 years | 37.33 | 47.47 | 79% |
| Returns for 5 years | 38.44 | 45.47 | 85% |
| Returns for 10 years | 104.71 | N/A | - |
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