Interact to see
Advertisement
Advertisement
FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$26.80
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets31.79B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
FPUKX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FPUKX vs. RLBAX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FPUKX (31.8B). FPUKX pays higher dividends than RLBAX: FPUKX (1.60) vs RLBAX (1.15). 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 : 7.27 vs. FPUKX (1.23). RLBAX return over 5 years is better than : 40.00 vs. FPUKX (16.30).
| 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 | 8.966 | 12.531 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 263B | 12% |
| Annual Yield % from dividends | 1.60 | 1.15 | 139% |
| Returns for 1 year | 1.23 | 7.27 | 17% |
| Returns for 3 years | 32.87 | 48.19 | 68% |
| Returns for 5 years | 16.30 | 40.00 | 41% |
| Returns for 10 years | 48.96 | 74.51 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers