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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$23.76
Change-$0.48 (-1.98%)
VolumeN/A
Net Assets31.9B
American Funds American Balanced R1
Price$33.79
Change-$0.51 (-1.49%)
VolumeN/A
Net Assets237.28B
FPUKX vs RLBAX Comparison Chart
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FPUKX vs. RLBAX commentary
Mar 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 237B vs. FPUKX (31.9B). FPUKX pays higher dividends than RLBAX: FPUKX (1.64) vs RLBAX (1.25). FPUKX was incepted earlier than RLBAX: FPUKX (17 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FPUKX (0.40). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (55.00). 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 : 4.33 vs. FPUKX (-2.28). RLBAX return over 5 years is better than : 30.36 vs. FPUKX (17.95).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | 0.40 | 1.33 | 30% |
| Annual Report Gross Expense Ratio | 0.40 | 1.33 | 30% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -2.337 | 0.853 | -274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9B | 237B | 13% |
| Annual Yield % from dividends | 1.64 | 1.25 | 131% |
| Returns for 1 year | -2.28 | 4.33 | -53% |
| Returns for 3 years | 4.98 | 15.37 | 32% |
| Returns for 5 years | 17.95 | 30.36 | 59% |
| Returns for 10 years | 24.16 | 47.25 | 51% |
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