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FPURX vs RLBAX
FPURX vs RLBAX Comparison
Open Charts FPURX vs RLBAX
Fidelity Puritan
Price$25.31
Change+$0.19 (+0.76%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.47
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
FPURX vs RLBAX Comparison Chart
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FPURX vs. RLBAX commentary
Dec 25, 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 FPURX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. FPURX (32.6B). 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). FPURX (10.06) and RLBAX (9.82) have marching annual gain over last year. RLBAX return over 5 years is better than : 26.54 vs. FPURX (18.72).
| 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 | 9.637 | 9.370 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6B | 238B | 14% |
| Annual Yield % from dividends | 1.51 | 1.59 | 95% |
| Returns for 1 year | 10.06 | 9.82 | 102% |
| Returns for 3 years | -2.58 | 7.27 | -35% |
| Returns for 5 years | 18.72 | 26.54 | 71% |
| Returns for 10 years | 28.46 | 45.99 | 62% |