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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Fidelity Puritan K
Price$26.08
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets31.73B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Aug 20, 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: 256B vs. FPUKX (31.7B). CLBFX pays higher dividends than FPUKX: CLBFX (1.97) vs FPUKX (1.62). 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 : 6.98 vs. FPUKX (1.48). CLBFX return over 5 years is better than : 40.55 vs. FPUKX (12.46).
| 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 | 9.435 | 6.730 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 31.7B | 808% |
| Annual Yield % from dividends | 1.97 | 1.62 | 122% |
| Returns for 1 year | 6.98 | 1.48 | 471% |
| Returns for 3 years | 32.26 | 16.71 | 193% |
| Returns for 5 years | 40.55 | 12.46 | 325% |
| Returns for 10 years | 88.40 | 40.62 | 218% |
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