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FPUKX vs RLBBX
FPUKX vs RLBBX Comparison
Open Charts FPUKX vs RLBBX
Fidelity Puritan K
Price$25.72
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets31.45B
American Funds American Balanced R2
Price$36.54
Change+$0.21 (+0.58%)
VolumeN/A
Net Assets250.83B
FPUKX vs RLBBX Comparison Chart in %
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FPUKX vs. RLBBX commentary
Jul 10, 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: 251B vs. FPUKX (31.4B). FPUKX pays higher dividends than RLBBX: FPUKX (1.63) vs RLBBX (1.17). 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 : 6.68 vs. FPUKX (-1.78). RLBBX return over 5 years is better than : 35.84 vs. FPUKX (13.80).
| 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 | 3.371 | 7.586 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 251B | 13% |
| Annual Yield % from dividends | 1.63 | 1.17 | 139% |
| Returns for 1 year | -1.78 | 6.68 | -27% |
| Returns for 3 years | 18.53 | 32.23 | 57% |
| Returns for 5 years | 13.80 | 35.84 | 39% |
| Returns for 10 years | 31.56 | 57.52 | 55% |