Ad is loading...
FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$16.26
Change-$0.40 (-2.40%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FPKFX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPKFX vs. RLBAX commentary
Dec 19, 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: 241B vs. FPKFX (2.12B). RLBAX (1.59) and FPKFX (1.53) have matching dividends . FPKFX was incepted earlier than RLBAX: FPKFX (6 years) vs RLBAX (23 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 : 20.60 vs. RLBAX (8.86). FPKFX return over 5 years is better than : 65.75 vs. RLBAX (25.61).
| FPKFX | RLBAX | FPKFX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 19.664 | 8.411 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 241B | 1% |
| Annual Yield % from dividends | 1.53 | 1.59 | 96% |
| Returns for 1 year | 20.60 | 8.86 | 233% |
| Returns for 3 years | 22.06 | 7.63 | 289% |
| Returns for 5 years | 65.75 | 25.61 | 257% |
| Returns for 10 years | N/A | 37.76 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...