Interact to see
Advertisement
Advertisement
FPKFX vs RLBFX
FPKFX vs RLBFX Comparison
Open Charts FPKFX vs RLBFX
Fidelity Puritan K6
Price$16.18
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R5
Price$35.91
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
FPKFX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPKFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. FPKFX (2.02B). RLBFX pays higher dividends than FPKFX: RLBFX (2.18) vs FPKFX (1.77). 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 annual gain was more profitable for investors over the last year : 7.43 vs. FPKFX (5.15). FPKFX return over 5 years is better than : 55.37 vs. RLBFX (36.46).
| 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 | 0.203 | 4.819 | 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 | 2.18 | 81% |
| Returns for 1 year | 5.15 | 7.43 | 69% |
| Returns for 3 years | 30.54 | 23.09 | 132% |
| Returns for 5 years | 55.37 | 36.46 | 152% |
| Returns for 10 years | N/A | 62.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement