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FPKFX vs RLBCX
FPKFX vs RLBCX Comparison
Open Charts FPKFX vs RLBCX
Fidelity Puritan K6
Price$15.87
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets1.95B
American Funds American Balanced R3
Price$34.67
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets238.54B
FPKFX vs RLBCX Comparison Chart
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FPKFX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 239B vs. FPKFX (1.95B). FPKFX pays higher dividends than RLBCX: FPKFX (1.84) vs RLBCX (1.70). 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 (5.78) and FPKFX (5.57) have marching annual gain over last year. FPKFX return over 5 years is better than : 62.93 vs. RLBCX (39.30).
| 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 | -1.847 | 2.145 | -86% |
| 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 | 1.70 | 108% |
| Returns for 1 year | 5.57 | 5.78 | 96% |
| Returns for 3 years | 32.54 | 21.75 | 150% |
| Returns for 5 years | 62.93 | 39.30 | 160% |
| Returns for 10 years | N/A | 49.81 | - |
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