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FPUKX vs RLBGX ᐉ Comparison: Which is Better to Invest?
FPUKX vs RLBGX Comparison
Open Charts FPUKX vs RLBGX
Fidelity Puritan K
Price$24.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$32.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FPUKX vs RLBGX Comparison Chart
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FPUKX vs. RLBGX commentary
Apr 16, 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 StrongSell and RLBGX is a StrongSell.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 223B vs. FPUKX (30.4B). RLBGX pays higher dividends than FPUKX: RLBGX (2.55) vs FPUKX (1.58). FPUKX was incepted earlier than RLBGX: FPUKX (16 years) vs RLBGX (15 years). FPUKX (0.39) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FPUKX (52.00). FPUKX has a lower initial minimum investment than RLBGX: FPUKX (0) vs RLBGX (250). FPUKX annual gain was more profitable for investors over the last year : 15.45 vs. RLBGX (13.67). RLBGX return over 5 years is better than : 32.86 vs. FPUKX (21.50).
| FPUKX | RLBGX | FPUKX / RLBGX | |
| Total Expense Ratio | 0.39 | 0.25 | 156% |
| Annual Report Gross Expense Ratio | 0.39 | 0.25 | 156% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 5.673 | 3.074 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4B | 223B | 14% |
| Annual Yield % from dividends | 1.58 | 2.55 | 62% |
| Returns for 1 year | 15.45 | 13.67 | 113% |
| Returns for 3 years | -9.13 | 8.66 | -105% |
| Returns for 5 years | 21.50 | 32.86 | 65% |
| Returns for 10 years | 26.92 | 50.92 | 53% |