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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Fidelity Puritan
Price$26.46
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets32.07B
CLBFX vs FPURX Comparison Chart in %
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CLBFX vs. FPURX commentary
Dec 04, 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 StrongBuy and FPURX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FPURX (32.1B). CLBFX pays higher dividends than FPURX: CLBFX (1.83) vs FPURX (1.62). CLBFX was incepted earlier than FPURX: CLBFX (23 years) vs FPURX (79 years). CLBFX (0.67) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). FPURX has a lower initial minimum investment than CLBFX: FPURX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.42 vs. FPURX (3.99). CLBFX return over 5 years is better than : 42.06 vs. FPURX (8.98).
| CLBFX | FPURX | CLBFX / FPURX | |
| Total Expense Ratio | 0.67 | 0.48 | 140% |
| Annual Report Gross Expense Ratio | 0.67 | 0.48 | 140% |
| Fund Existence | 23 years | 79 years | - |
| Gain YTD | 16.745 | 7.904 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 32.1B | 838% |
| Annual Yield % from dividends | 1.83 | 1.62 | 113% |
| Returns for 1 year | 9.42 | 3.99 | 236% |
| Returns for 3 years | 41.56 | 29.97 | 139% |
| Returns for 5 years | 42.06 | 8.98 | 469% |
| Returns for 10 years | 90.52 | 42.53 | 213% |