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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Puritan K
Price$25.97
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets31.45B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. FPUKX (31.4B). CLBFX pays higher dividends than FPUKX: CLBFX (1.99) vs FPUKX (1.63). CLBFX was incepted earlier than FPUKX: CLBFX (23 years) vs FPUKX (17 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 : 10.40 vs. FPUKX (3.67). CLBFX return over 5 years is better than : 42.59 vs. FPUKX (16.01).
| 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 | 17 years | - |
| Gain YTD | 9.111 | 5.592 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 31.4B | 809% |
| Annual Yield % from dividends | 1.99 | 1.63 | 122% |
| Returns for 1 year | 10.40 | 3.67 | 283% |
| Returns for 3 years | 36.42 | 20.54 | 177% |
| Returns for 5 years | 42.59 | 16.01 | 266% |
| Returns for 10 years | 81.10 | 33.22 | 244% |
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