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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$26.01
Change-$0.39 (-1.48%)
VolumeN/A
Net Assets32.25B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
FPUKX vs RLBAX Comparison Chart in %
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FPUKX vs. RLBAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FPUKX (32.3B). FPUKX pays higher dividends than RLBAX: FPUKX (1.68) vs RLBAX (1.08). FPUKX was incepted earlier than RLBAX: FPUKX (18 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 : 9.08 vs. FPUKX (5.41). RLBAX return over 5 years is better than : 36.92 vs. FPUKX (11.51).
| 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 | 23 years | - |
| Gain YTD | 7.842 | 15.481 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 269B | 12% |
| Annual Yield % from dividends | 1.68 | 1.08 | 155% |
| Returns for 1 year | 5.41 | 9.08 | 60% |
| Returns for 3 years | 34.20 | 40.52 | 84% |
| Returns for 5 years | 11.51 | 36.92 | 31% |
| Returns for 10 years | 45.71 | 69.99 | 65% |
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