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FPKFX vs RLBFX
FPKFX vs RLBFX Comparison
Open Charts FPKFX vs RLBFX
Fidelity Puritan K6
Price$17.17
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets2.13B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
FPKFX vs RLBFX Comparison Chart in %
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FPKFX vs. RLBFX commentary
Sep 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: 258B vs. FPKFX (2.13B). RLBFX pays higher dividends than FPKFX: RLBFX (2.05) vs FPKFX (1.72). 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). FPKFX (10.77) and RLBFX (10.28) have marching annual gain over last year. FPKFX return over 5 years is better than : 53.69 vs. RLBFX (41.46).
| 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 | 7.176 | 11.562 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 258B | 1% |
| Annual Yield % from dividends | 1.72 | 2.05 | 84% |
| Returns for 1 year | 10.77 | 10.28 | 105% |
| Returns for 3 years | 49.43 | 40.92 | 121% |
| Returns for 5 years | 53.69 | 41.46 | 129% |
| Returns for 10 years | N/A | 78.40 | - |
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