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CLBFX vs FPURX
CLBFX vs FPURX Comparison
Open Charts CLBFX vs FPURX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Puritan
Price$24.80
Change-$0.21 (-0.84%)
VolumeN/A
Net Assets30.48B
CLBFX vs FPURX Comparison Chart
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CLBFX vs. FPURX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. FPURX (30.5B). CLBFX pays higher dividends than FPURX: CLBFX (2.07) vs FPURX (1.64). CLBFX was incepted earlier than FPURX: CLBFX (23 years) vs FPURX (78 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 : 5.44 vs. FPURX (-3.39). CLBFX return over 5 years is better than : 41.30 vs. FPURX (16.05).
| 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 | 78 years | - |
| Gain YTD | 4.519 | 0.237 | 1,903% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 30.5B | 800% |
| Annual Yield % from dividends | 2.07 | 1.64 | 126% |
| Returns for 1 year | 5.44 | -3.39 | -161% |
| Returns for 3 years | 34.29 | 17.04 | 201% |
| Returns for 5 years | 41.30 | 16.05 | 257% |
| Returns for 10 years | 73.68 | 24.64 | 299% |
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