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FPKFX vs RLBCX
FPKFX vs RLBCX Comparison
Open Charts FPKFX vs RLBCX
Fidelity Puritan K6
Price$16.26
Change-$0.40 (-2.40%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
FPKFX vs RLBCX Comparison Chart
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FPKFX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. FPKFX (2.12B). RLBCX pays higher dividends than FPKFX: RLBCX (1.98) vs FPKFX (1.53). FPKFX was incepted earlier than RLBCX: FPKFX (6 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. FPKFX (58.00). FPKFX has a lower initial minimum investment than RLBCX: FPKFX (0) vs RLBCX (250). FPKFX annual gain was more profitable for investors over the last year : 20.60 vs. RLBCX (9.36). FPKFX return over 5 years is better than : 65.75 vs. RLBCX (27.91).
| FPKFX | RLBCX | FPKFX / RLBCX | |
| 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 | 8.914 | 221% |
| 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 | 1.98 | 77% |
| Returns for 1 year | 20.60 | 9.36 | 220% |
| Returns for 3 years | 22.06 | 8.71 | 253% |
| Returns for 5 years | 65.75 | 27.91 | 236% |
| Returns for 10 years | N/A | 41.02 | - |
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