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CLBFX vs FPKFX
CLBFX vs FPKFX Comparison
Open Charts CLBFX vs FPKFX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Puritan K6
Price$17.15
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
CLBFX vs FPKFX Comparison Chart in %
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CLBFX vs. FPKFX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. FPKFX (2.13B). CLBFX pays higher dividends than FPKFX: CLBFX (1.94) vs FPKFX (1.72). 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). FPKFX annual gain was more profitable for investors over the last year : 10.64 vs. CLBFX (10.11). FPKFX return over 5 years is better than : 53.51 vs. CLBFX (42.70).
| 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 | 11.495 | 7.051 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.13B | 12,143% |
| Annual Yield % from dividends | 1.94 | 1.72 | 113% |
| Returns for 1 year | 10.11 | 10.64 | 95% |
| Returns for 3 years | 41.65 | 49.26 | 85% |
| Returns for 5 years | 42.70 | 53.51 | 80% |
| Returns for 10 years | 92.18 | N/A | - |