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FPUKX vs RLBFX
FPUKX vs RLBFX Comparison
Open Charts FPUKX vs RLBFX
Fidelity Puritan K
Price$26.00
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets32.02B
American Funds American Balanced R5
Price$39.24
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets266.56B
FPUKX vs RLBFX Comparison Chart in %
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FPUKX vs. RLBFX commentary
Oct 25, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 267B vs. FPUKX (32B). RLBFX pays higher dividends than FPUKX: RLBFX (2.00) vs FPUKX (1.56). 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 : 10.49 vs. FPUKX (5.45). RLBFX return over 5 years is better than : 45.22 vs. FPUKX (11.40).
| 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 | 5.718 | 15.360 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 267B | 12% |
| Annual Yield % from dividends | 1.56 | 2.00 | 78% |
| Returns for 1 year | 5.45 | 10.49 | 52% |
| Returns for 3 years | 35.48 | 50.87 | 70% |
| Returns for 5 years | 11.40 | 45.22 | 25% |
| Returns for 10 years | 42.70 | 76.52 | 56% |