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FPKFX vs RLBCX
FPKFX vs RLBCX Comparison
Open Charts FPKFX vs RLBCX
Fidelity Puritan K6
Price$16.18
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FPKFX vs RLBCX Comparison Chart
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FPKFX vs. RLBCX commentary
Jun 07, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. FPKFX (2.02B). FPKFX pays higher dividends than RLBCX: FPKFX (1.77) vs RLBCX (1.63). FPKFX was incepted earlier than RLBCX: FPKFX (6 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. RLBCX (44.00). FPKFX has a lower initial minimum investment than RLBCX: FPKFX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 6.77 vs. FPKFX (5.15). FPKFX return over 5 years is better than : 55.37 vs. RLBCX (32.95).
| FPKFX | RLBCX | FPKFX / RLBCX | |
| Total Expense Ratio | 0.32 | 0.89 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.89 | 36% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 0.203 | 4.555 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 243B | 1% |
| Annual Yield % from dividends | 1.77 | 1.63 | 108% |
| Returns for 1 year | 5.15 | 6.77 | 76% |
| Returns for 3 years | 30.54 | 21.28 | 144% |
| Returns for 5 years | 55.37 | 32.95 | 168% |
| Returns for 10 years | N/A | 56.45 | - |
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