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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$17.31
Change-$0.27 (-1.54%)
VolumeN/A
Net Assets2.23B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Nov 14, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FPKFX (2.23B). FPKFX pays higher dividends than RLBAX: FPKFX (1.74) vs RLBAX (1.08). 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). RLBAX (9.08) and FPKFX (8.72) have marching annual gain over last year. FPKFX return over 5 years is better than : 52.46 vs. RLBAX (36.92).
| 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 | 10.181 | 15.481 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 269B | 1% |
| Annual Yield % from dividends | 1.74 | 1.08 | 161% |
| Returns for 1 year | 8.72 | 9.08 | 96% |
| Returns for 3 years | 52.47 | 40.52 | 129% |
| Returns for 5 years | 52.46 | 36.92 | 142% |
| Returns for 10 years | N/A | 69.99 | - |
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