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FPUKX vs RLBEX
FPUKX vs RLBEX Comparison
Open Charts FPUKX vs RLBEX
Fidelity Puritan K
Price$26.76
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets31.79B
American Funds American Balanced R4
Price$38.53
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
FPUKX vs RLBEX Comparison Chart in %
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FPUKX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 262B vs. FPUKX (31.8B). RLBEX pays higher dividends than FPUKX: RLBEX (1.79) vs FPUKX (1.60). 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 : 10.30 vs. FPUKX (3.10). RLBEX return over 5 years is better than : 43.12 vs. FPUKX (15.61).
| 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 | 8.804 | 13.113 | 67% |
| 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 | 1.79 | 90% |
| Returns for 1 year | 3.10 | 10.30 | 30% |
| Returns for 3 years | 24.81 | 42.22 | 59% |
| Returns for 5 years | 15.61 | 43.12 | 36% |
| Returns for 10 years | 43.15 | 80.03 | 54% |
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