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FPURX vs RLBAX
FPURX vs RLBAX Comparison
Open Charts FPURX vs RLBAX
Fidelity Puritan
Price$25.72
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets251.2B
FPURX vs RLBAX Comparison Chart in %
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FPURX vs. RLBAX commentary
Jul 04, 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: 251B vs. FPURX (31.4B). FPURX pays higher dividends than RLBAX: FPURX (1.58) vs RLBAX (1.18). 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 : 7.00 vs. FPURX (-1.22). RLBAX return over 5 years is better than : 37.04 vs. FPURX (15.72).
| 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 | 3.390 | 7.651 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 251B | 13% |
| Annual Yield % from dividends | 1.58 | 1.18 | 134% |
| Returns for 1 year | -1.22 | 7.00 | -17% |
| Returns for 3 years | 19.06 | 32.45 | 59% |
| Returns for 5 years | 15.72 | 37.04 | 42% |
| Returns for 10 years | 30.63 | 58.01 | 53% |
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