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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$26.07
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets32.02B
American Funds American Balanced R1
Price$38.89
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
FPUKX vs RLBAX Comparison Chart in %
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FPUKX vs. RLBAX commentary
Oct 21, 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 Hold and RLBAX is a Buy.
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 : 8.54 vs. FPUKX (4.28). RLBAX return over 5 years is better than : 39.99 vs. FPUKX (11.81).
| 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 | 5.637 | 14.744 | 38% |
| 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 | 4.28 | 8.54 | 50% |
| Returns for 3 years | 36.25 | 47.83 | 76% |
| Returns for 5 years | 11.81 | 39.99 | 30% |
| Returns for 10 years | 42.52 | 65.85 | 65% |