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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$16.18
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FPKFX vs RLBAX Comparison Chart
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FPKFX vs. RLBAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. FPKFX (2.02B). FPKFX pays higher dividends than RLBAX: FPKFX (1.77) vs RLBAX (1.23). 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). RLBAX annual gain was more profitable for investors over the last year : 6.30 vs. FPKFX (5.15). FPKFX return over 5 years is better than : 55.37 vs. RLBAX (30.57).
| 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 | 0.203 | 4.364 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 243B | 1% |
| Annual Yield % from dividends | 1.77 | 1.23 | 144% |
| Returns for 1 year | 5.15 | 6.30 | 82% |
| Returns for 3 years | 30.54 | 20.02 | 153% |
| Returns for 5 years | 55.37 | 30.57 | 181% |
| Returns for 10 years | N/A | 52.75 | - |
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