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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$40.10
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan K
Price$26.71
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets32.07B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Dec 13, 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 FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FPUKX (32.1B). CLBFX pays higher dividends than FPUKX: CLBFX (1.83) vs FPUKX (1.68). CLBFX was incepted earlier than FPUKX: CLBFX (23 years) vs FPUKX (18 years). CLBFX (0.67) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). FPUKX has a lower initial minimum investment than CLBFX: FPUKX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.76 vs. FPUKX (4.28). CLBFX return over 5 years is better than : 43.74 vs. FPUKX (13.09).
| CLBFX | FPUKX | CLBFX / FPUKX | |
| Total Expense Ratio | 0.67 | 0.40 | 168% |
| Annual Report Gross Expense Ratio | 0.67 | 0.40 | 168% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 18.399 | 9.027 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.1B | 838% |
| Annual Yield % from dividends | 1.83 | 1.68 | 109% |
| Returns for 1 year | 10.76 | 4.28 | 251% |
| Returns for 3 years | 45.23 | 33.49 | 135% |
| Returns for 5 years | 43.74 | 13.09 | 334% |
| Returns for 10 years | 97.46 | 48.94 | 199% |
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