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FPURX vs RLBAX
FPURX vs RLBAX Comparison
Open Charts FPURX vs RLBAX
Fidelity Puritan
Price$25.21
Change-$0.36 (-1.41%)
VolumeN/A
Net Assets32.66B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FPURX vs RLBAX Comparison Chart
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FPURX vs. RLBAX commentary
Feb 23, 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 FPURX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FPURX (32.7B). RLBAX pays higher dividends than FPURX: RLBAX (1.59) vs FPURX (1.51). FPURX was incepted earlier than RLBAX: FPURX (78 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPURX (52.00). FPURX has a lower initial minimum investment than RLBAX: FPURX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.36 vs. FPURX (4.00). RLBAX return over 5 years is better than : 26.04 vs. FPURX (13.93).
| FPURX | RLBAX | FPURX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 78 years | 23 years | - |
| Gain YTD | 1.449 | 2.764 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 242B | 14% |
| Annual Yield % from dividends | 1.51 | 1.59 | 95% |
| Returns for 1 year | 4.00 | 8.36 | 48% |
| Returns for 3 years | 6.41 | 15.63 | 41% |
| Returns for 5 years | 13.93 | 26.04 | 53% |
| Returns for 10 years | 25.95 | 46.53 | 56% |