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FPUKX vs RLBCX
FPUKX vs RLBCX Comparison
Open Charts FPUKX vs RLBCX
Fidelity Puritan K
Price$26.76
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets31.79B
American Funds American Balanced R3
Price$38.32
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
FPUKX vs RLBCX Comparison Chart in %
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FPUKX vs. RLBCX commentary
Sep 15, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 262B vs. FPUKX (31.8B). FPUKX (1.60) and RLBCX (1.53) have matching dividends . FPUKX was incepted earlier than RLBCX: FPUKX (17 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. RLBCX (44.00). FPUKX has a lower initial minimum investment than RLBCX: FPUKX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 9.94 vs. FPUKX (3.10). RLBCX return over 5 years is better than : 41.27 vs. FPUKX (15.61).
| FPUKX | RLBCX | FPUKX / RLBCX | |
| Total Expense Ratio | 0.40 | 0.89 | 45% |
| Annual Report Gross Expense Ratio | 0.40 | 0.89 | 45% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.804 | 12.865 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 262B | 12% |
| Annual Yield % from dividends | 1.60 | 1.53 | 104% |
| Returns for 1 year | 3.10 | 9.94 | 31% |
| Returns for 3 years | 24.81 | 40.98 | 61% |
| Returns for 5 years | 15.61 | 41.27 | 38% |
| Returns for 10 years | 43.15 | 74.56 | 58% |
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