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FPURX vs RLBAX
FPURX vs RLBAX Comparison
Open Charts FPURX vs RLBAX
Fidelity Puritan
Price$22.69
Change-$0.52 (-2.24%)
VolumeN/A
Net Assets30.08B
American Funds American Balanced R1
Price$32.45
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
FPURX vs RLBAX Comparison Chart
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FPURX vs. RLBAX commentary
Apr 11, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 229B vs. FPURX (30.1B). FPURX pays higher dividends than RLBAX: FPURX (1.66) vs RLBAX (1.27). FPURX was incepted earlier than RLBAX: FPURX (78 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FPURX (0.48). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPURX (55.00). 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 : 1.54 vs. FPURX (-5.68). RLBAX return over 5 years is better than : 32.57 vs. FPURX (18.47).
| FPURX | RLBAX | FPURX / RLBAX | |
| Total Expense Ratio | 0.48 | 1.33 | 36% |
| Annual Report Gross Expense Ratio | 0.48 | 1.33 | 36% |
| Fund Existence | 78 years | 23 years | - |
| Gain YTD | -6.189 | -2.407 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1B | 229B | 13% |
| Annual Yield % from dividends | 1.66 | 1.27 | 130% |
| Returns for 1 year | -5.68 | 1.54 | -369% |
| Returns for 3 years | -2.49 | 9.44 | -26% |
| Returns for 5 years | 18.47 | 32.57 | 57% |
| Returns for 10 years | 16.33 | 41.40 | 39% |