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CLBFX vs FPUKX
CLBFX vs FPUKX Comparison
Open Charts CLBFX vs FPUKX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Fidelity Puritan K
Price$26.80
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets31.79B
CLBFX vs FPUKX Comparison Chart in %
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CLBFX vs. FPUKX commentary
Sep 29, 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 Hold and FPUKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FPUKX (31.8B). CLBFX pays higher dividends than FPUKX: CLBFX (1.94) vs FPUKX (1.60). 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 : 7.93 vs. FPUKX (1.23). CLBFX return over 5 years is better than : 47.10 vs. FPUKX (16.30).
| 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 | 12.937 | 8.966 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 31.8B | 827% |
| Annual Yield % from dividends | 1.94 | 1.60 | 122% |
| Returns for 1 year | 7.93 | 1.23 | 646% |
| Returns for 3 years | 52.34 | 32.87 | 159% |
| Returns for 5 years | 47.10 | 16.30 | 289% |
| Returns for 10 years | 98.95 | 48.96 | 202% |
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