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Compare predictions FBAFX vs FPUKX
FBAFX vs FPUKX Comparison
Open Charts FBAFX vs FPUKX
American Funds American Balanced 529-F-2
Price$32.86
Change+$0.17 (+0.52%)
VolumeN/A
CapitalizationN/A
Fidelity Puritan K
Price$24.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBAFX vs FPUKX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 215B vs. FPUKX (29.1B). FBAFX pays higher dividends than FPUKX: FBAFX (2.47) vs FPUKX (1.58). FBAFX was incepted earlier than FPUKX: FBAFX (4 years) vs FPUKX (16 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). FPUKX has a lower initial minimum investment than FBAFX: FPUKX (0) vs FBAFX (250). FPUKX annual gain was more profitable for investors over the last year : 15.17 vs. FBAFX (14.22).
| FBAFX | FPUKX | FBAFX / FPUKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 3.145 | 5.758 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215B | 29.1B | 739% |
| Annual Yield % from dividends | 2.47 | 1.58 | 157% |
| Returns for 1 year | 14.22 | 15.17 | 94% |
| Returns for 3 years | 8.08 | -9.38 | -86% |
| Returns for 5 years | N/A | 19.55 | - |
| Returns for 10 years | N/A | 25.73 | - |
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