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FPUKX vs RLBEX
FPUKX vs RLBEX Comparison
Open Charts FPUKX vs RLBEX
Fidelity Puritan K
Price$25.16
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.52
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
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FPUKX vs RLBEX Comparison Chart
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FPUKX vs. RLBEX commentary
Oct 18, 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 StrongBuy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 239B vs. FPUKX (31.9B). RLBEX pays higher dividends than FPUKX: RLBEX (2.24) vs FPUKX (1.58). FPUKX was incepted earlier than RLBEX: FPUKX (16 years) vs RLBEX (22 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). 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 : 25.26 vs. FPUKX (18.78). RLBEX return over 5 years is better than : 41.49 vs. FPUKX (24.91).
| FPUKX | RLBEX | FPUKX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 9.553 | 15.292 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9B | 239B | 13% |
| Annual Yield % from dividends | 1.58 | 2.24 | 71% |
| Returns for 1 year | 18.78 | 25.26 | 74% |
| Returns for 3 years | -0.40 | 14.44 | -3% |
| Returns for 5 years | 24.91 | 41.49 | 60% |
| Returns for 10 years | 36.97 | 62.73 | 59% |
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