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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$25.27
Change-$0.62 (-2.39%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FPUKX vs RLBAX Comparison Chart
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FPUKX vs. RLBAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FPUKX (32.6B). 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). FPUKX annual gain was more profitable for investors over the last year : 13.57 vs. RLBAX (11.90). RLBAX return over 5 years is better than : 28.83 vs. FPUKX (22.96).
| 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 | 12.687 | 10.911 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 241B | 14% |
| Annual Yield % from dividends | 1.58 | 1.59 | 99% |
| Returns for 1 year | 13.57 | 11.90 | 114% |
| Returns for 3 years | 2.08 | 10.12 | 21% |
| Returns for 5 years | 22.96 | 28.83 | 80% |
| Returns for 10 years | 33.53 | 40.93 | 82% |
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