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FPKFX vs RLBAX
FPKFX vs RLBAX Comparison
Open Charts FPKFX vs RLBAX
Fidelity Puritan K6
Price$17.58
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets2.21B
American Funds American Balanced R1
Price$37.96
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
FPKFX vs RLBAX Comparison Chart in %
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FPKFX vs. RLBAX commentary
Jan 15, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FPKFX (2.21B). FPKFX pays higher dividends than RLBAX: FPKFX (1.78) vs RLBAX (1.25). 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 : 13.33 vs. FPKFX (11.44). FPKFX return over 5 years is better than : 48.23 vs. RLBAX (32.37).
| 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 | 2.260 | 2.290 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 270B | 1% |
| Annual Yield % from dividends | 1.78 | 1.25 | 143% |
| Returns for 1 year | 11.44 | 13.33 | 86% |
| Returns for 3 years | 50.04 | 34.62 | 145% |
| Returns for 5 years | 48.23 | 32.37 | 149% |
| Returns for 10 years | N/A | 80.23 | - |
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