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FPKFX vs RLBGX
FPKFX vs RLBGX Comparison
Open Charts FPKFX vs RLBGX
Fidelity Puritan K6
Price$14.89
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets1.98B
American Funds American Balanced R6
Price$33.14
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
FPKFX vs RLBGX Comparison Chart
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FPKFX vs. RLBGX commentary
Apr 12, 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: 224B vs. FPKFX (1.98B). RLBGX pays higher dividends than FPKFX: RLBGX (2.31) vs FPKFX (1.98). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FPKFX (62.00). 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 : 1.24 vs. FPKFX (-1.38). FPKFX return over 5 years is better than : 58.39 vs. RLBGX (37.33).
| 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 | -8.494 | -3.141 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 224B | 1% |
| Annual Yield % from dividends | 1.98 | 2.31 | 86% |
| Returns for 1 year | -1.38 | 1.24 | -112% |
| Returns for 3 years | 15.24 | 11.29 | 135% |
| Returns for 5 years | 58.39 | 37.33 | 156% |
| Returns for 10 years | N/A | 48.56 | - |
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