Ad is loading...
FPUKX vs RLBBX
FPUKX vs RLBBX Comparison
Open Charts FPUKX vs RLBBX
Fidelity Puritan K
Price$25.19
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FPUKX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPUKX vs. RLBBX commentary
Feb 23, 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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. FPUKX (32.7B). RLBBX (1.58) and FPUKX (1.58) have matching dividends . FPUKX was incepted earlier than RLBBX: FPUKX (17 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). FPUKX has a lower initial minimum investment than RLBBX: FPUKX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 8.38 vs. FPUKX (4.11). RLBBX return over 5 years is better than : 26.03 vs. FPUKX (14.37).
| FPUKX | RLBBX | FPUKX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 1.491 | 2.761 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 242B | 14% |
| Annual Yield % from dividends | 1.58 | 1.58 | 100% |
| Returns for 1 year | 4.11 | 8.38 | 49% |
| Returns for 3 years | 6.64 | 15.67 | 42% |
| Returns for 5 years | 14.37 | 26.03 | 55% |
| Returns for 10 years | 26.99 | 46.57 | 58% |
View a ticker or compare two or three
VS
VS
Ad is loading...