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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$16.21
Change-$0.16 (-0.98%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
FPKFX vs RLBAX Comparison Chart
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FPKFX vs. RLBAX commentary
Nov 18, 2024
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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. FPKFX (2.04B). RLBAX (1.59) and FPKFX (1.53) have matching dividends . FPKFX was incepted earlier than RLBAX: FPKFX (5 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPKFX (58.00). 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 : 22.71 vs. RLBAX (19.99). FPKFX return over 5 years is better than : 65.00 vs. RLBAX (30.92).
| FPKFX | RLBAX | FPKFX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 16.432 | 13.297 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 236B | 1% |
| Annual Yield % from dividends | 1.53 | 1.59 | 96% |
| Returns for 1 year | 22.71 | 19.99 | 114% |
| Returns for 3 years | 15.05 | 8.70 | 173% |
| Returns for 5 years | 65.00 | 30.92 | 210% |
| Returns for 10 years | N/A | 44.74 | - |