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FPKFX vs RLBFX
FPKFX vs RLBFX Comparison
Open Charts FPKFX vs RLBFX
Fidelity Puritan K6
Price$15.87
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets1.95B
American Funds American Balanced R5
Price$34.98
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
FPKFX vs RLBFX Comparison Chart
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FPKFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 239B vs. FPKFX (1.95B). RLBFX pays higher dividends than FPKFX: RLBFX (2.26) vs FPKFX (1.84). 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 : 6.44 vs. FPKFX (5.57). FPKFX return over 5 years is better than : 62.93 vs. RLBFX (42.91).
| 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 | -1.847 | 2.338 | -79% |
| 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 | 2.26 | 81% |
| Returns for 1 year | 5.57 | 6.44 | 86% |
| Returns for 3 years | 32.54 | 23.54 | 138% |
| Returns for 5 years | 62.93 | 42.91 | 147% |
| Returns for 10 years | N/A | 55.17 | - |