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FPKFX vs RLBFX
FPKFX vs RLBFX Comparison
Open Charts FPKFX vs RLBFX
Fidelity Puritan K6
Price$16.71
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets2.1B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FPKFX vs RLBFX Comparison Chart in %
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FPKFX vs. RLBFX commentary
Jul 07, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. FPKFX (2.1B). RLBFX pays higher dividends than FPKFX: RLBFX (2.10) vs FPKFX (1.70). FPKFX was incepted earlier than RLBFX: FPKFX (6 years) vs RLBFX (23 years). FPKFX (0.32) is less costly to investors than RLBFX (0.29). FPKFX is a more actively managed with annual turnover of: 62.00 vs. RLBFX (44.00). FPKFX has a lower initial minimum investment than RLBFX: FPKFX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 8.18 vs. FPKFX (6.68). FPKFX return over 5 years is better than : 59.11 vs. RLBFX (43.24).
| FPKFX | RLBFX | FPKFX / RLBFX | |
| Total Expense Ratio | 0.32 | 0.29 | 110% |
| Annual Report Gross Expense Ratio | 0.32 | 0.29 | 110% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 3.806 | 8.222 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 252B | 1% |
| Annual Yield % from dividends | 1.70 | 2.10 | 81% |
| Returns for 1 year | 6.68 | 8.18 | 82% |
| Returns for 3 years | 44.85 | 36.13 | 124% |
| Returns for 5 years | 59.11 | 43.24 | 137% |
| Returns for 10 years | N/A | 68.15 | - |