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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$25.20
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets30.48B
American Funds American Balanced R1
Price$35.86
Change+$0.37 (+1.04%)
VolumeN/A
Net Assets245.53B
FPUKX vs RLBAX Comparison Chart in %
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FPUKX vs. RLBAX commentary
Jun 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: 246B vs. FPUKX (30.5B). FPUKX pays higher dividends than RLBAX: FPUKX (1.70) vs RLBAX (1.23). 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 : 5.77 vs. FPUKX (-2.44). RLBAX return over 5 years is better than : 35.83 vs. FPUKX (14.74).
| 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 | 1.024 | 5.706 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 246B | 12% |
| Annual Yield % from dividends | 1.70 | 1.23 | 138% |
| Returns for 1 year | -2.44 | 5.77 | -42% |
| Returns for 3 years | 15.67 | 29.24 | 54% |
| Returns for 5 years | 14.74 | 35.83 | 41% |
| Returns for 10 years | 26.28 | 53.96 | 49% |
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