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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$17.05
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets2.14B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Aug 18, 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: 256B vs. FPKFX (2.14B). FPKFX pays higher dividends than RLBAX: FPKFX (1.73) vs RLBAX (1.17). 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 : 9.65 vs. RLBAX (7.15). FPKFX return over 5 years is better than : 54.92 vs. RLBAX (33.77).
| 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 | 6.427 | 9.243 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 256B | 1% |
| Annual Yield % from dividends | 1.73 | 1.17 | 148% |
| Returns for 1 year | 9.65 | 7.15 | 135% |
| Returns for 3 years | 38.79 | 27.06 | 143% |
| Returns for 5 years | 54.92 | 33.77 | 163% |
| Returns for 10 years | N/A | 59.12 | - |
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