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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$17.11
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets2.23B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Nov 20, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FPKFX (2.23B). FPKFX pays higher dividends than RLBAX: FPKFX (1.74) vs RLBAX (1.08). FPKFX was incepted earlier than RLBAX: FPKFX (6 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 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 : 8.15 vs. FPKFX (6.65). FPKFX return over 5 years is better than : 48.94 vs. RLBAX (34.46).
| FPKFX | RLBAX | FPKFX / RLBAX | |
| Total Expense Ratio | 0.33 | 1.31 | 25% |
| Annual Report Gross Expense Ratio | 0.33 | 1.31 | 25% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 7.296 | 13.298 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 263B | 1% |
| Annual Yield % from dividends | 1.74 | 1.08 | 161% |
| Returns for 1 year | 6.65 | 8.15 | 82% |
| Returns for 3 years | 48.47 | 38.05 | 127% |
| Returns for 5 years | 48.94 | 34.46 | 142% |
| Returns for 10 years | N/A | 63.50 | - |
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