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FPUKX vs RLBEX
FPUKX vs RLBEX Comparison
Open Charts FPUKX vs RLBEX
Fidelity Puritan K
Price$25.84
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets32.02B
American Funds American Balanced R4
Price$38.90
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets265.83B
FPUKX vs RLBEX Comparison Chart in %
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FPUKX vs. RLBEX commentary
Oct 17, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. FPUKX (32B). RLBEX pays higher dividends than FPUKX: RLBEX (1.74) vs FPUKX (1.56). FPUKX was incepted earlier than RLBEX: FPUKX (17 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 vs. RLBEX (44.00). FPUKX has a lower initial minimum investment than RLBEX: FPUKX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 8.74 vs. FPUKX (4.77). RLBEX return over 5 years is better than : 41.90 vs. FPUKX (10.65).
| FPUKX | RLBEX | FPUKX / RLBEX | |
| Total Expense Ratio | 0.40 | 0.59 | 68% |
| Annual Report Gross Expense Ratio | 0.40 | 0.59 | 68% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 5.759 | 14.513 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 266B | 12% |
| Annual Yield % from dividends | 1.56 | 1.74 | 90% |
| Returns for 1 year | 4.77 | 8.74 | 55% |
| Returns for 3 years | 38.41 | 51.47 | 75% |
| Returns for 5 years | 10.65 | 41.90 | 25% |
| Returns for 10 years | 44.16 | 77.44 | 57% |
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