FPUKX
Price
$24.75
Change
+$0.09 (+0.36%)
Updated
Jun 3 closing price
Net Assets
30.48B
RLBAX
Price
$35.29
Change
+$0.14 (+0.40%)
Updated
Jun 3 closing price
Net Assets
241.95B
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FPUKX vs RLBAX

Header iconFPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAXBanner chart's image
Fidelity Puritan K
Price$24.75
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets30.48B
American Funds American Balanced R1
Price$35.29
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
FPUKX vs RLBAX Comparison Chart
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FPUKX vs. RLBAX commentary
Jun 04, 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.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FPUKX (30.5B). FPUKX pays higher dividends than RLBAX: FPUKX (1.70) vs RLBAX (1.23). 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 : 6.93 vs. FPUKX (-1.58). RLBAX return over 5 years is better than : 31.84 vs. FPUKX (14.97).
FPUKXRLBAXFPUKX / RLBAX
Total Expense Ratio0.401.3131%
Annual Report Gross Expense Ratio0.401.3131%
Fund Existence17 years23 years-
Gain YTD-0.1903.893-5%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets30.5B242B13%
Annual Yield % from dividends1.701.23138%
Returns for 1 year-1.586.93-23%
Returns for 3 years8.5520.3142%
Returns for 5 years14.9731.8447%
Returns for 10 years25.2751.4549%
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