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FPUKX vs RLBFX
FPUKX vs RLBFX Comparison
Open Charts FPUKX vs RLBFX
Fidelity Puritan K
Price$26.85
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets31.79B
American Funds American Balanced R5
Price$38.69
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
FPUKX vs RLBFX Comparison Chart in %
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FPUKX vs. RLBFX commentary
Sep 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. FPUKX (31.8B). RLBFX pays higher dividends than FPUKX: RLBFX (2.05) vs FPUKX (1.60). FPUKX was incepted earlier than RLBFX: FPUKX (17 years) vs RLBFX (23 years). FPUKX (0.40) is less costly to investors than RLBFX (0.29). FPUKX is a more actively managed with annual turnover of: 55.00 vs. RLBFX (44.00). FPUKX has a lower initial minimum investment than RLBFX: FPUKX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.77 vs. FPUKX (2.83). RLBFX return over 5 years is better than : 44.27 vs. FPUKX (15.76).
| FPUKX | RLBFX | FPUKX / RLBFX | |
| Total Expense Ratio | 0.40 | 0.29 | 138% |
| Annual Report Gross Expense Ratio | 0.40 | 0.29 | 138% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.292 | 13.349 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 263B | 12% |
| Annual Yield % from dividends | 1.60 | 2.05 | 78% |
| Returns for 1 year | 2.83 | 9.77 | 29% |
| Returns for 3 years | 26.72 | 44.38 | 60% |
| Returns for 5 years | 15.76 | 44.27 | 36% |
| Returns for 10 years | 44.34 | 82.55 | 54% |
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