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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Puritan K
Price$26.01
Change-$0.39 (-1.48%)
VolumeN/A
Net Assets32.25B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Nov 14, 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 FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FPUKX (32.3B). CLBFX pays higher dividends than FPUKX: CLBFX (1.86) 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 : 8.91 vs. FPUKX (5.41). CLBFX return over 5 years is better than : 42.56 vs. FPUKX (11.51).
| 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 | 14.974 | 7.842 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.3B | 833% |
| Annual Yield % from dividends | 1.86 | 1.68 | 111% |
| Returns for 1 year | 8.91 | 5.41 | 165% |
| Returns for 3 years | 44.01 | 34.20 | 129% |
| Returns for 5 years | 42.56 | 11.51 | 370% |
| Returns for 10 years | 90.28 | 45.71 | 198% |
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