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FPUKX vs RLBCX
FPUKX vs RLBCX Comparison
Open Charts FPUKX vs RLBCX
Fidelity Puritan K
Price$25.56
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets31.45B
American Funds American Balanced R3
Price$36.46
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
FPUKX vs RLBCX Comparison Chart in %
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FPUKX vs. RLBCX commentary
Jul 04, 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: 251B vs. FPUKX (31.4B). FPUKX (1.63) and RLBCX (1.57) 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 : 7.58 vs. FPUKX (-0.83). RLBCX return over 5 years is better than : 38.90 vs. FPUKX (15.79).
| 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 | 3.169 | 7.387 | 43% |
| 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 | 1.57 | 104% |
| Returns for 1 year | -0.83 | 7.58 | -11% |
| Returns for 3 years | 18.98 | 33.35 | 57% |
| Returns for 5 years | 15.79 | 38.90 | 41% |
| Returns for 10 years | 31.06 | 61.08 | 51% |
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