Interact to see
Advertisement
Advertisement
FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$25.97
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets31.45B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
FPUKX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FPUKX vs. RLBAX commentary
Jul 28, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. FPUKX (31.4B). FPUKX pays higher dividends than RLBAX: FPUKX (1.63) vs RLBAX (1.18). FPUKX was incepted earlier than RLBAX: FPUKX (17 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FPUKX (0.40). FPUKX is a more actively managed with annual turnover of: 55.00 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 : 9.42 vs. FPUKX (3.67). RLBAX return over 5 years is better than : 35.28 vs. FPUKX (16.01).
| FPUKX | RLBAX | FPUKX / RLBAX | |
| Total Expense Ratio | 0.40 | 1.31 | 31% |
| Annual Report Gross Expense Ratio | 0.40 | 1.31 | 31% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 5.592 | 8.565 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 254B | 12% |
| Annual Yield % from dividends | 1.63 | 1.18 | 139% |
| Returns for 1 year | 3.67 | 9.42 | 39% |
| Returns for 3 years | 20.54 | 32.14 | 64% |
| Returns for 5 years | 16.01 | 35.28 | 45% |
| Returns for 10 years | 33.22 | 58.06 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement