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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$26.44
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets31.73B
American Funds American Balanced R1
Price$37.34
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
FPUKX vs RLBAX Comparison Chart in %
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FPUKX vs. RLBAX commentary
Aug 29, 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: 255B vs. FPUKX (31.7B). FPUKX pays higher dividends than RLBAX: FPUKX (1.62) vs RLBAX (1.17). 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 : 7.23 vs. FPUKX (1.91). RLBAX return over 5 years is better than : 33.12 vs. FPUKX (10.14).
| 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 | 7.177 | 10.068 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7B | 255B | 12% |
| Annual Yield % from dividends | 1.62 | 1.17 | 138% |
| Returns for 1 year | 1.91 | 7.23 | 26% |
| Returns for 3 years | 20.50 | 32.96 | 62% |
| Returns for 5 years | 10.14 | 33.12 | 31% |
| Returns for 10 years | 41.14 | 66.60 | 62% |
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