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FPKFX vs RLEFX
FPKFX vs RLEFX Comparison
Open Charts FPKFX vs RLEFX
Fidelity Puritan K6
Price$16.72
Change+$0.12 (+0.72%)
VolumeN/A
Net Assets2.08B
American Funds American Balanced R5E
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
FPKFX vs RLEFX Comparison Chart
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FPKFX vs. RLEFX commentary
Jan 31, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. FPKFX (2.09B). RLEFX pays higher dividends than FPKFX: RLEFX (2.42) vs FPKFX (1.53). FPKFX was incepted earlier than RLEFX: FPKFX (6 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FPKFX (58.00). FPKFX has a lower initial minimum investment than RLEFX: FPKFX (0) vs RLEFX (250). FPKFX annual gain was more profitable for investors over the last year : 17.83 vs. RLEFX (12.30). FPKFX return over 5 years is better than : 63.23 vs. RLEFX (34.94).
| FPKFX | RLEFX | FPKFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.659 | 3.120 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 241B | 1% |
| Annual Yield % from dividends | 1.53 | 2.42 | 63% |
| Returns for 1 year | 17.83 | 12.30 | 145% |
| Returns for 3 years | 26.19 | 15.20 | 172% |
| Returns for 5 years | 63.23 | 34.94 | 181% |
| Returns for 10 years | N/A | N/A | - |
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