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FPURX vs RLBFX
FPURX vs RLBFX Comparison
Open Charts FPURX vs RLBFX
Fidelity Puritan
Price$24.74
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$35.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FPURX vs RLBFX Comparison Chart
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FPURX vs. RLBFX commentary
Nov 05, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. FPURX (31.2B). RLBFX pays higher dividends than FPURX: RLBFX (2.50) vs FPURX (1.51). FPURX was incepted earlier than RLBFX: FPURX (78 years) vs RLBFX (22 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FPURX (52.00). FPURX has a lower initial minimum investment than RLBFX: FPURX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 22.85 vs. FPURX (15.77). RLBFX return over 5 years is better than : 36.97 vs. FPURX (20.20).
| FPURX | RLBFX | FPURX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 78 years | 22 years | - |
| Gain YTD | 7.496 | 13.510 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 235B | 13% |
| Annual Yield % from dividends | 1.51 | 2.50 | 60% |
| Returns for 1 year | 15.77 | 22.85 | 69% |
| Returns for 3 years | -6.30 | 10.50 | -60% |
| Returns for 5 years | 20.20 | 36.97 | 55% |
| Returns for 10 years | 26.67 | 53.21 | 50% |
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