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FPKFX vs RLBGX
FPKFX vs RLBGX Comparison
Open Charts FPKFX vs RLBGX
Fidelity Puritan K6
Price$16.18
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FPKFX vs RLBGX Comparison Chart
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FPKFX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. FPKFX (2.02B). RLBGX pays higher dividends than FPKFX: RLBGX (2.23) vs FPKFX (1.77). FPKFX was incepted earlier than RLBGX: FPKFX (6 years) vs RLBGX (16 years). FPKFX (0.32) is less costly to investors than RLBGX (0.25). FPKFX is a more actively managed with annual turnover of: 62.00 vs. RLBGX (44.00). FPKFX has a lower initial minimum investment than RLBGX: FPKFX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 7.49 vs. FPKFX (5.15). FPKFX return over 5 years is better than : 55.37 vs. RLBGX (36.69).
| FPKFX | RLBGX | FPKFX / RLBGX | |
| Total Expense Ratio | 0.32 | 0.25 | 128% |
| Annual Report Gross Expense Ratio | 0.32 | 0.25 | 128% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 0.203 | 4.838 | 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 | 2.23 | 79% |
| Returns for 1 year | 5.15 | 7.49 | 69% |
| Returns for 3 years | 30.54 | 23.19 | 132% |
| Returns for 5 years | 55.37 | 36.69 | 151% |
| Returns for 10 years | N/A | 62.42 | - |
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