Ad is loading...
FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$15.87
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets1.95B
American Funds American Balanced R1
Price$34.55
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets238.54B
FPKFX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPKFX vs. RLBAX commentary
May 15, 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: 239B vs. FPKFX (1.95B). FPKFX pays higher dividends than RLBAX: FPKFX (1.84) vs RLBAX (1.28). 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 (5.57) and RLBAX (5.31) have marching annual gain over last year. FPKFX return over 5 years is better than : 62.93 vs. RLBAX (36.80).
| 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 | -1.847 | 1.980 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 239B | 1% |
| Annual Yield % from dividends | 1.84 | 1.28 | 144% |
| Returns for 1 year | 5.57 | 5.31 | 105% |
| Returns for 3 years | 32.54 | 20.48 | 159% |
| Returns for 5 years | 62.93 | 36.80 | 171% |
| Returns for 10 years | N/A | 46.23 | - |