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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Puritan
Price$25.89
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets32.02B
CLBFX vs FPURX Comparison Chart in %
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CLBFX vs. FPURX commentary
Oct 19, 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 FPURX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FPURX (32B). CLBFX pays higher dividends than FPURX: CLBFX (1.89) vs FPURX (1.51). 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 : 8.84 vs. FPURX (4.62). CLBFX return over 5 years is better than : 45.11 vs. FPURX (10.16).
| 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 | 14.767 | 5.580 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 32B | 831% |
| Annual Yield % from dividends | 1.89 | 1.51 | 125% |
| Returns for 1 year | 8.84 | 4.62 | 191% |
| Returns for 3 years | 52.03 | 36.74 | 142% |
| Returns for 5 years | 45.11 | 10.16 | 444% |
| Returns for 10 years | 91.64 | 43.26 | 212% |
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