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FPUKX vs RLBBX
FPUKX vs RLBBX Comparison
Open Charts FPUKX vs RLBBX
Fidelity Puritan K
Price$26.00
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets32.02B
American Funds American Balanced R2
Price$38.83
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets267.37B
FPUKX vs RLBBX Comparison Chart in %
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FPUKX vs. RLBBX commentary
Oct 22, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 267B vs. FPUKX (32B). FPUKX pays higher dividends than RLBBX: FPUKX (1.56) vs RLBBX (1.11). FPUKX was incepted earlier than RLBBX: FPUKX (17 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. RLBBX (44.00). 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 : 8.76 vs. FPUKX (5.38). RLBBX return over 5 years is better than : 39.34 vs. FPUKX (12.71).
| FPUKX | RLBBX | FPUKX / RLBBX | |
| Total Expense Ratio | 0.40 | 1.32 | 30% |
| Annual Report Gross Expense Ratio | 0.40 | 1.32 | 30% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 6.494 | 14.439 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 267B | 12% |
| Annual Yield % from dividends | 1.56 | 1.11 | 142% |
| Returns for 1 year | 5.38 | 8.76 | 61% |
| Returns for 3 years | 37.36 | 47.43 | 79% |
| Returns for 5 years | 12.71 | 39.34 | 32% |
| Returns for 10 years | 43.67 | 65.40 | 67% |
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