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FPUKX vs RLBFX
FPUKX vs RLBFX Comparison
Open Charts FPUKX vs RLBFX
Fidelity Puritan K
Price$25.72
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets31.45B
American Funds American Balanced R5
Price$36.92
Change+$0.22 (+0.60%)
VolumeN/A
Net Assets250.83B
FPUKX vs RLBFX Comparison Chart in %
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FPUKX vs. RLBFX commentary
Jul 10, 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: 251B vs. FPUKX (31.4B). RLBFX pays higher dividends than FPUKX: RLBFX (2.10) vs FPUKX (1.63). 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 : 7.84 vs. FPUKX (-1.78). RLBFX return over 5 years is better than : 41.95 vs. FPUKX (13.80).
| 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 | 3.371 | 8.164 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 251B | 13% |
| Annual Yield % from dividends | 1.63 | 2.10 | 78% |
| Returns for 1 year | -1.78 | 7.84 | -23% |
| Returns for 3 years | 18.53 | 35.91 | 52% |
| Returns for 5 years | 13.80 | 41.95 | 33% |
| Returns for 10 years | 31.56 | 67.58 | 47% |