Interact to see
Advertisement
Advertisement
FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$26.96
Change-$0.08 (-0.30%)
VolumeN/A
Net Assets32.02B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
FPUKX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FPUKX vs. RLBAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. FPUKX (32B). FPUKX pays higher dividends than RLBAX: FPUKX (1.56) vs RLBAX (1.10). 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 : 9.12 vs. FPUKX (2.86). RLBAX return over 5 years is better than : 38.04 vs. FPUKX (13.68).
| 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 | 9.942 | 13.770 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 266B | 12% |
| Annual Yield % from dividends | 1.56 | 1.10 | 142% |
| Returns for 1 year | 2.86 | 9.12 | 31% |
| Returns for 3 years | 32.82 | 47.98 | 68% |
| Returns for 5 years | 13.68 | 38.04 | 36% |
| Returns for 10 years | 51.14 | 68.72 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement