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FPKFX vs RLBFX
FPKFX vs RLBFX Comparison
Open Charts FPKFX vs RLBFX
Fidelity Puritan K6
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
FPKFX vs RLBFX Comparison Chart
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FPKFX vs. RLBFX commentary
Jun 15, 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: 244B vs. FPKFX (2.02B). RLBFX pays higher dividends than FPKFX: RLBFX (2.18) vs FPKFX (1.77). 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 : 5.61 vs. FPKFX (3.70). FPKFX return over 5 years is better than : 58.71 vs. RLBFX (40.09).
| 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 | 0.078 | 4.560 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 244B | 1% |
| Annual Yield % from dividends | 1.77 | 2.18 | 81% |
| Returns for 1 year | 3.70 | 5.61 | 66% |
| Returns for 3 years | 41.66 | 33.66 | 124% |
| Returns for 5 years | 58.71 | 40.09 | 146% |
| Returns for 10 years | N/A | 60.51 | - |
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