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FPKFX vs RLBFX
FPKFX vs RLBFX Comparison
Open Charts FPKFX vs RLBFX
Fidelity Puritan K6
Price$17.56
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets2.19B
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
FPKFX vs RLBFX Comparison Chart in %
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FPKFX vs. RLBFX commentary
Oct 08, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. FPKFX (2.19B). RLBFX pays higher dividends than FPKFX: RLBFX (2.00) vs FPKFX (1.68). FPKFX was incepted earlier than RLBFX: FPKFX (6 years) vs RLBFX (23 years). FPKFX (0.32) is less costly to investors than RLBFX (0.29). FPKFX is a more actively managed with annual turnover of: 62.00 vs. RLBFX (44.00). FPKFX has a lower initial minimum investment than RLBFX: FPKFX (0) vs RLBFX (250). RLBFX (10.30) and FPKFX (10.22) have marching annual gain over last year. FPKFX return over 5 years is better than : 54.87 vs. RLBFX (44.24).
| FPKFX | RLBFX | FPKFX / RLBFX | |
| Total Expense Ratio | 0.32 | 0.29 | 110% |
| Annual Report Gross Expense Ratio | 0.32 | 0.29 | 110% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 9.610 | 14.654 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 266B | 1% |
| Annual Yield % from dividends | 1.68 | 2.00 | 84% |
| Returns for 1 year | 10.22 | 10.30 | 99% |
| Returns for 3 years | 59.94 | 52.37 | 114% |
| Returns for 5 years | 54.87 | 44.24 | 124% |
| Returns for 10 years | N/A | 79.97 | - |
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