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FPUKX vs RLBCX
FPUKX vs RLBCX Comparison
Open Charts FPUKX vs RLBCX
Fidelity Puritan K
Price$25.77
Change-$0.28 (-1.07%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.59
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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FPUKX vs RLBCX Comparison Chart
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FPUKX vs. RLBCX commentary
Sep 08, 2024
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: 228B vs. FPUKX (31.5B). RLBCX pays higher dividends than FPUKX: RLBCX (1.98) vs FPUKX (1.58). FPUKX was incepted earlier than RLBCX: FPUKX (16 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). 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 : 18.47 vs. FPUKX (15.42). RLBCX return over 5 years is better than : 33.70 vs. FPUKX (25.18).
| FPUKX | RLBCX | FPUKX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 12.887 | 10.677 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.5B | 228B | 14% |
| Annual Yield % from dividends | 1.58 | 1.98 | 80% |
| Returns for 1 year | 15.42 | 18.47 | 84% |
| Returns for 3 years | -7.86 | 8.25 | -95% |
| Returns for 5 years | 25.18 | 33.70 | 75% |
| Returns for 10 years | 26.58 | 46.33 | 57% |
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