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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$25.39
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets31.8B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FPUKX vs RLBAX Comparison Chart
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FPUKX vs. RLBAX commentary
Jan 19, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. FPUKX (31.8B). RLBAX (1.59) and FPUKX (1.58) have matching dividends . FPUKX was incepted earlier than RLBAX: FPUKX (17 years) vs RLBAX (23 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 (11.41) and FPUKX (11.02) have marching annual gain over last year. RLBAX return over 5 years is better than : 25.82 vs. FPUKX (16.95).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 2.297 | 1.911 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 240B | 13% |
| Annual Yield % from dividends | 1.58 | 1.59 | 99% |
| Returns for 1 year | 11.02 | 11.41 | 97% |
| Returns for 3 years | 2.74 | 10.53 | 26% |
| Returns for 5 years | 16.95 | 25.82 | 66% |
| Returns for 10 years | 33.10 | 49.89 | 66% |