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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$17.56
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets2.19B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Oct 08, 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 FPKFX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. FPKFX (2.19B). FPKFX pays higher dividends than RLBAX: FPKFX (1.68) vs RLBAX (1.10). FPKFX was incepted earlier than RLBAX: FPKFX (6 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. RLBAX (44.00). FPKFX has a lower initial minimum investment than RLBAX: FPKFX (0) vs RLBAX (250). FPKFX annual gain was more profitable for investors over the last year : 10.22 vs. RLBAX (9.12). FPKFX return over 5 years is better than : 54.87 vs. RLBAX (38.04).
| FPKFX | RLBAX | FPKFX / RLBAX | |
| Total Expense Ratio | 0.32 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.31 | 24% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 9.610 | 13.770 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 266B | 1% |
| Annual Yield % from dividends | 1.68 | 1.10 | 152% |
| Returns for 1 year | 10.22 | 9.12 | 112% |
| Returns for 3 years | 59.94 | 47.98 | 125% |
| Returns for 5 years | 54.87 | 38.04 | 144% |
| Returns for 10 years | N/A | 68.72 | - |
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