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FPUKX vs RLBBX
FPUKX vs RLBBX Comparison
Open Charts FPUKX vs RLBBX
Fidelity Puritan K
Price$25.39
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets31.8B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FPUKX vs RLBBX Comparison Chart
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FPUKX vs. RLBBX commentary
Jan 19, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. FPUKX (31.8B). 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 (11.43) and FPUKX (11.02) have marching annual gain over last year. RLBBX return over 5 years is better than : 25.81 vs. FPUKX (16.95).
| 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 | 2.297 | 1.909 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 240B | 13% |
| Annual Yield % from dividends | 1.58 | 1.58 | 100% |
| Returns for 1 year | 11.02 | 11.43 | 96% |
| Returns for 3 years | 2.74 | 10.54 | 26% |
| Returns for 5 years | 16.95 | 25.81 | 66% |
| Returns for 10 years | 33.10 | 49.88 | 66% |