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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$26.85
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets31.79B
American Funds American Balanced R1
Price$38.27
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
FPUKX vs RLBAX Comparison Chart in %
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FPUKX vs. RLBAX commentary
Sep 17, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FPUKX (31.8B). FPUKX pays higher dividends than RLBAX: FPUKX (1.60) vs RLBAX (1.15). FPUKX was incepted earlier than RLBAX: FPUKX (17 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. RLBAX (44.00). 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 : 8.87 vs. FPUKX (2.83). RLBAX return over 5 years is better than : 38.39 vs. FPUKX (15.76).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | 0.40 | 1.31 | 31% |
| Annual Report Gross Expense Ratio | 0.40 | 1.31 | 31% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.292 | 12.810 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 263B | 12% |
| Annual Yield % from dividends | 1.60 | 1.15 | 139% |
| Returns for 1 year | 2.83 | 8.87 | 32% |
| Returns for 3 years | 26.72 | 40.53 | 66% |
| Returns for 5 years | 15.76 | 38.39 | 41% |
| Returns for 10 years | 44.34 | 71.54 | 62% |
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