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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$25.15
Change-$0.25 (-0.98%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
FPUKX vs RLBAX Comparison Chart
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FPUKX vs. RLBAX commentary
Nov 18, 2024
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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. FPUKX (31.2B). RLBAX (1.59) and FPUKX (1.58) have matching dividends . FPUKX was incepted earlier than RLBAX: FPUKX (17 years) vs RLBAX (22 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 : 19.99 vs. FPUKX (14.75). RLBAX return over 5 years is better than : 30.92 vs. FPUKX (21.23).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 22 years | - |
| Gain YTD | 9.466 | 13.297 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 236B | 13% |
| Annual Yield % from dividends | 1.58 | 1.59 | 99% |
| Returns for 1 year | 14.75 | 19.99 | 74% |
| Returns for 3 years | -4.64 | 8.70 | -53% |
| Returns for 5 years | 21.23 | 30.92 | 69% |
| Returns for 10 years | 29.16 | 44.74 | 65% |
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