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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$14.89
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets1.98B
American Funds American Balanced R1
Price$32.80
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
FPKFX vs RLBAX Comparison Chart
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FPKFX vs. RLBAX commentary
Apr 12, 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: 224B vs. FPKFX (1.98B). FPKFX pays higher dividends than RLBAX: FPKFX (1.98) vs RLBAX (1.27). FPKFX was incepted earlier than RLBAX: FPKFX (6 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FPKFX (0.32). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPKFX (62.00). 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 : 0.11 vs. FPKFX (-1.38). FPKFX return over 5 years is better than : 58.39 vs. RLBAX (31.17).
| FPKFX | RLBAX | FPKFX / RLBAX | |
| Total Expense Ratio | 0.32 | 1.33 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.33 | 24% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -8.494 | -3.437 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 224B | 1% |
| Annual Yield % from dividends | 1.98 | 1.27 | 156% |
| Returns for 1 year | -1.38 | 0.11 | -1,302% |
| Returns for 3 years | 15.24 | 8.39 | 182% |
| Returns for 5 years | 58.39 | 31.17 | 187% |
| Returns for 10 years | N/A | 39.68 | - |