Interact to see
Advertisement
Advertisement
FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
FPUKX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FPUKX vs. RLBAX commentary
Jul 14, 2026
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: 288B vs. FPUKX (34.2B). FPUKX pays higher dividends than RLBAX: FPUKX (1.54) vs RLBAX (1.11). FPUKX was incepted earlier than RLBAX: FPUKX (18 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 58.00 vs. RLBAX (50.00). 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 : 13.01 vs. RLBAX (11.17). RLBAX return over 5 years is better than : 28.90 vs. FPUKX (6.15).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | 0.40 | 1.32 | 30% |
| Annual Report Gross Expense Ratio | 0.40 | 1.32 | 30% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 9.930 | 8.124 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.2B | 288B | 12% |
| Annual Yield % from dividends | 1.54 | 1.11 | 138% |
| Returns for 1 year | 13.01 | 11.17 | 117% |
| Returns for 3 years | 29.43 | 36.52 | 81% |
| Returns for 5 years | 6.15 | 28.90 | 21% |
| Returns for 10 years | 55.13 | 72.56 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement