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FPUKX vs RLBBX
FPUKX vs RLBBX Comparison
Open Charts FPUKX vs RLBBX
Fidelity Puritan K
Price$26.06
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets31.73B
American Funds American Balanced R2
Price$36.72
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets252.49B
FPUKX vs RLBBX Comparison Chart in %
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FPUKX vs. RLBBX commentary
Aug 07, 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. FPUKX (31.7B). FPUKX pays higher dividends than RLBBX: FPUKX (1.62) vs RLBBX (1.16). 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 : 9.93 vs. FPUKX (5.74). RLBBX return over 5 years is better than : 32.45 vs. FPUKX (12.07).
| 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 | 5.510 | 8.116 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7B | 252B | 13% |
| Annual Yield % from dividends | 1.62 | 1.16 | 139% |
| Returns for 1 year | 5.74 | 9.93 | 58% |
| Returns for 3 years | 16.60 | 28.65 | 58% |
| Returns for 5 years | 12.07 | 32.45 | 37% |
| Returns for 10 years | 33.97 | 57.78 | 59% |
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