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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$23.37
Change+$0.33 (+1.43%)
VolumeN/A
Net Assets30.08B
American Funds American Balanced R1
Price$33.37
Change+$0.43 (+1.31%)
VolumeN/A
Net Assets226.9B
FPUKX vs RLBAX Comparison Chart
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FPUKX vs. RLBAX commentary
Apr 26, 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: 227B vs. FPUKX (30.1B). FPUKX pays higher dividends than RLBAX: FPUKX (1.71) vs RLBAX (1.27). FPUKX was incepted earlier than RLBAX: FPUKX (17 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FPUKX (0.40). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (55.00). 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 : 3.37 vs. FPUKX (-4.48). RLBAX return over 5 years is better than : 31.54 vs. FPUKX (14.76).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | 0.40 | 1.33 | 30% |
| Annual Report Gross Expense Ratio | 0.40 | 1.33 | 30% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -6.747 | -1.759 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1B | 227B | 13% |
| Annual Yield % from dividends | 1.71 | 1.27 | 135% |
| Returns for 1 year | -4.48 | 3.37 | -133% |
| Returns for 3 years | -0.20 | 12.43 | -2% |
| Returns for 5 years | 14.76 | 31.54 | 47% |
| Returns for 10 years | 16.46 | 41.03 | 40% |
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