CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FPUKX
Price
$25.70
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
31.45B
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CLBFX vs FPUKX

Header iconCLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Puritan K
Price$25.70
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B 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 : 8.02 vs. FPUKX (-0.62). CLBFX return over 5 years is better than : 44.49 vs. FPUKX (16.74).
CLBFXFPUKXCLBFX / FPUKX
Total Expense Ratio0.670.40168%
Annual Report Gross Expense Ratio0.670.40168%
Fund Existence23 years17 years-
Gain YTD8.1694.019203%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B31.4B803%
Annual Yield % from dividends1.991.63122%
Returns for 1 year8.02-0.62-1,296%
Returns for 3 years36.8019.96184%
Returns for 5 years44.4916.74266%
Returns for 10 years81.1432.38251%
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