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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$25.19
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FPUKX vs RLBAX Comparison Chart
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FPUKX vs. RLBAX commentary
Feb 23, 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 FPUKX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FPUKX (32.7B). RLBAX (1.59) and FPUKX (1.58) have matching dividends . FPUKX was incepted earlier than RLBAX: FPUKX (17 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). FPUKX has a lower initial minimum investment than RLBAX: FPUKX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.36 vs. FPUKX (4.11). RLBAX return over 5 years is better than : 26.04 vs. FPUKX (14.37).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 1.491 | 2.764 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 242B | 14% |
| Annual Yield % from dividends | 1.58 | 1.59 | 99% |
| Returns for 1 year | 4.11 | 8.36 | 49% |
| Returns for 3 years | 6.64 | 15.63 | 42% |
| Returns for 5 years | 14.37 | 26.04 | 55% |
| Returns for 10 years | 26.99 | 46.53 | 58% |