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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$16.81
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.1B
American Funds American Balanced R1
Price$36.75
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets254.04B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Jul 26, 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: 254B vs. FPKFX (2.1B). FPKFX pays higher dividends than RLBAX: FPKFX (1.70) vs RLBAX (1.18). 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 : 10.06 vs. RLBAX (8.96). FPKFX return over 5 years is better than : 57.30 vs. RLBAX (34.99).
| 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 | 4.804 | 8.329 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 254B | 1% |
| Annual Yield % from dividends | 1.70 | 1.18 | 144% |
| Returns for 1 year | 10.06 | 8.96 | 112% |
| Returns for 3 years | 43.64 | 31.13 | 140% |
| Returns for 5 years | 57.30 | 34.99 | 164% |
| Returns for 10 years | N/A | 58.68 | - |
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