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FPUKX vs RLBEX
FPUKX vs RLBEX Comparison
Open Charts FPUKX vs RLBEX
Fidelity Puritan K
Price$25.72
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets31.45B
American Funds American Balanced R4
Price$36.89
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets252.22B
FPUKX vs RLBEX Comparison Chart in %
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FPUKX vs. RLBEX commentary
Jul 11, 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: 252B vs. FPUKX (31.4B). RLBEX pays higher dividends than FPUKX: RLBEX (1.83) vs FPUKX (1.63). 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 : 7.05 vs. FPUKX (-1.78). RLBEX return over 5 years is better than : 40.53 vs. FPUKX (13.80).
| 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 | 3.371 | 8.298 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 252B | 12% |
| Annual Yield % from dividends | 1.63 | 1.83 | 89% |
| Returns for 1 year | -1.78 | 7.05 | -25% |
| Returns for 3 years | 18.53 | 35.82 | 52% |
| Returns for 5 years | 13.80 | 40.53 | 34% |
| Returns for 10 years | 31.56 | 66.05 | 48% |