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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$26.27
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets32.07B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
FPUKX vs RLBAX Comparison Chart in %
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FPUKX vs. RLBAX commentary
Dec 27, 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 FPUKX is a Hold and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FPUKX (32.1B). FPUKX pays higher dividends than RLBAX: FPUKX (1.68) vs RLBAX (1.07). FPUKX was incepted earlier than RLBAX: FPUKX (18 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 58.00 vs. RLBAX (44.00). FPUKX has a lower initial minimum investment than RLBAX: FPUKX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.53 vs. FPUKX (5.32). RLBAX return over 5 years is better than : 30.69 vs. FPUKX (9.72).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | 0.40 | 1.31 | 31% |
| Annual Report Gross Expense Ratio | 0.40 | 1.31 | 31% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 7.311 | 9.993 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1B | 269B | 12% |
| Annual Yield % from dividends | 1.68 | 1.07 | 157% |
| Returns for 1 year | 5.32 | 8.53 | 62% |
| Returns for 3 years | 34.41 | 34.81 | 99% |
| Returns for 5 years | 9.72 | 30.69 | 32% |
| Returns for 10 years | 44.66 | 65.92 | 68% |
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