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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$17.15
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Sep 09, 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 FPKFX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. FPKFX (2.13B). FPKFX pays higher dividends than RLBAX: FPKFX (1.72) vs RLBAX (1.15). FPKFX was incepted earlier than RLBAX: FPKFX (6 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FPKFX (0.32). FPKFX is a more actively managed with annual turnover of: 62.00 vs. RLBAX (44.00). FPKFX has a lower initial minimum investment than RLBAX: FPKFX (0) vs RLBAX (250). FPKFX annual gain was more profitable for investors over the last year : 10.64 vs. RLBAX (9.12). FPKFX return over 5 years is better than : 53.51 vs. RLBAX (35.40).
| FPKFX | RLBAX | FPKFX / RLBAX | |
| Total Expense Ratio | 0.32 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.31 | 24% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 7.051 | 10.805 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 259B | 1% |
| Annual Yield % from dividends | 1.72 | 1.15 | 149% |
| Returns for 1 year | 10.64 | 9.12 | 117% |
| Returns for 3 years | 49.26 | 37.15 | 133% |
| Returns for 5 years | 53.51 | 35.40 | 151% |
| Returns for 10 years | N/A | 67.71 | - |
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