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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Puritan K
Price$26.72
Change-$0.32 (-1.18%)
VolumeN/A
Net Assets32.3B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Feb 04, 2026
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 Hold and FPUKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FPUKX (32.3B). CLBFX pays higher dividends than FPUKX: CLBFX (2.03) vs FPUKX (1.70). 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: 58.00 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 : 11.50 vs. FPUKX (7.00). CLBFX return over 5 years is better than : 38.44 vs. FPUKX (7.87).
| 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 | 2.464 | 2.575 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 32.3B | 836% |
| Annual Yield % from dividends | 2.03 | 1.70 | 120% |
| Returns for 1 year | 11.50 | 7.00 | 164% |
| Returns for 3 years | 37.33 | 29.40 | 127% |
| Returns for 5 years | 38.44 | 7.87 | 488% |
| Returns for 10 years | 104.71 | 59.14 | 177% |
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