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FPUKX vs RLBAX
FPUKX vs RLBAX Comparison
Open Charts FPUKX vs RLBAX
Fidelity Puritan K
Price$25.70
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets31.45B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FPUKX vs RLBAX Comparison Chart in %
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FPUKX vs. RLBAX commentary
Jul 07, 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: 252B 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 : 7.00 vs. FPUKX (-0.62). RLBAX return over 5 years is better than : 37.04 vs. FPUKX (16.74).
| 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 | 4.019 | 7.651 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 252B | 12% |
| Annual Yield % from dividends | 1.63 | 1.18 | 139% |
| Returns for 1 year | -0.62 | 7.00 | -9% |
| Returns for 3 years | 19.96 | 32.45 | 62% |
| Returns for 5 years | 16.74 | 37.04 | 45% |
| Returns for 10 years | 32.38 | 58.01 | 56% |
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