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FPKFX vs RLBFX
FPKFX vs RLBFX Comparison
Open Charts FPKFX vs RLBFX
Fidelity Puritan K6
Price$16.81
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.1B
American Funds American Balanced R5
Price$37.19
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets254.04B
FPKFX vs RLBFX Comparison Chart in %
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FPKFX vs. RLBFX commentary
Jul 26, 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: 254B vs. FPKFX (2.1B). RLBFX pays higher dividends than FPKFX: RLBFX (2.10) vs FPKFX (1.70). 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 (10.14) and FPKFX (10.06) have marching annual gain over last year. FPKFX return over 5 years is better than : 57.30 vs. RLBFX (41.09).
| 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 | 4.804 | 8.955 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 254B | 1% |
| Annual Yield % from dividends | 1.70 | 2.10 | 81% |
| Returns for 1 year | 10.06 | 10.14 | 99% |
| Returns for 3 years | 43.64 | 34.76 | 126% |
| Returns for 5 years | 57.30 | 41.09 | 139% |
| Returns for 10 years | N/A | 68.88 | - |
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