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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$17.67
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets2.24B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FPKFX (2.24B). FPKFX pays higher dividends than RLBAX: FPKFX (1.75) vs RLBAX (1.22). FPKFX was incepted earlier than RLBAX: FPKFX (7 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FPKFX (0.33). FPKFX is a more actively managed with annual turnover of: 64.00 vs. RLBAX (44.00). FPKFX has a lower initial minimum investment than RLBAX: FPKFX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. FPKFX (8.98). FPKFX return over 5 years is better than : 45.47 vs. RLBAX (31.35).
| FPKFX | RLBAX | FPKFX / RLBAX | |
| Total Expense Ratio | 0.33 | 1.31 | 25% |
| Annual Report Gross Expense Ratio | 0.33 | 1.31 | 25% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 2.607 | 2.371 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 270B | 1% |
| Annual Yield % from dividends | 1.75 | 1.22 | 144% |
| Returns for 1 year | 8.98 | 10.45 | 86% |
| Returns for 3 years | 47.47 | 33.63 | 141% |
| Returns for 5 years | 45.47 | 31.35 | 145% |
| Returns for 10 years | N/A | 79.34 | - |
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