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FPKFX vs RLEFX
FPKFX vs RLEFX Comparison
Open Charts FPKFX vs RLEFX
Fidelity Puritan K6
Price$15.87
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets1.95B
American Funds American Balanced R5E
Price$34.89
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
FPKFX vs RLEFX Comparison Chart
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FPKFX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 239B vs. FPKFX (1.95B). RLEFX pays higher dividends than FPKFX: RLEFX (2.17) vs FPKFX (1.84). FPKFX was incepted earlier than RLEFX: FPKFX (6 years) vs RLEFX (9 years). RLEFX (0.39) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. RLEFX (44.00). FPKFX has a lower initial minimum investment than RLEFX: FPKFX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 6.32 vs. FPKFX (5.57). FPKFX return over 5 years is better than : 62.93 vs. RLEFX (42.31).
| FPKFX | RLEFX | FPKFX / RLEFX | |
| Total Expense Ratio | 0.32 | 0.39 | 82% |
| Annual Report Gross Expense Ratio | 0.32 | 0.39 | 82% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -1.847 | 2.318 | -80% |
| 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 | 2.17 | 85% |
| Returns for 1 year | 5.57 | 6.32 | 88% |
| Returns for 3 years | 32.54 | 23.23 | 140% |
| Returns for 5 years | 62.93 | 42.31 | 149% |
| Returns for 10 years | N/A | N/A | - |
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