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FPURX vs RLBAX
FPURX vs RLBAX Comparison
Open Charts FPURX vs RLBAX
Fidelity Puritan
Price$26.45
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets31.79B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
FPURX vs RLBAX Comparison Chart in %
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FPURX vs. RLBAX commentary
Sep 08, 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: 259B vs. FPURX (31.8B). FPURX pays higher dividends than RLBAX: FPURX (1.55) vs RLBAX (1.15). FPURX was incepted earlier than RLBAX: FPURX (78 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FPURX (0.48). FPURX is a more actively managed with annual turnover of: 55.00 vs. RLBAX (44.00). 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 : 9.12 vs. FPURX (3.25). RLBAX return over 5 years is better than : 35.40 vs. FPURX (12.28).
| FPURX | RLBAX | FPURX / RLBAX | |
| Total Expense Ratio | 0.48 | 1.31 | 37% |
| Annual Report Gross Expense Ratio | 0.48 | 1.31 | 37% |
| Fund Existence | 78 years | 23 years | - |
| Gain YTD | 7.377 | 10.805 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 259B | 12% |
| Annual Yield % from dividends | 1.55 | 1.15 | 134% |
| Returns for 1 year | 3.25 | 9.12 | 36% |
| Returns for 3 years | 23.66 | 37.15 | 64% |
| Returns for 5 years | 12.28 | 35.40 | 35% |
| Returns for 10 years | 40.44 | 67.71 | 60% |
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