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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$16.72
Change+$0.12 (+0.72%)
VolumeN/A
Net Assets2.08B
American Funds American Balanced R1
Price$35.04
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
FPKFX vs RLBAX Comparison Chart
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FPKFX vs. RLBAX commentary
Jan 31, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FPKFX (2.09B). 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 : 17.83 vs. RLBAX (11.22). FPKFX return over 5 years is better than : 63.23 vs. RLBAX (29.68).
| 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 | 2.659 | 3.029 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 241B | 1% |
| Annual Yield % from dividends | 1.53 | 1.59 | 96% |
| Returns for 1 year | 17.83 | 11.22 | 159% |
| Returns for 3 years | 26.19 | 12.82 | 204% |
| Returns for 5 years | 63.23 | 29.68 | 213% |
| Returns for 10 years | N/A | 51.41 | - |
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