Ad is loading...
BALCX vs FPPAX
BALCX vs FPPAX Comparison
Open Charts BALCX vs FPPAX
American Funds American Balanced C
Price$34.51
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor A
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BALCX vs FPPAX Comparison Chart
Loading...
BALCX vs. FPPAX commentary
Sep 08, 2024
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 BALCX is a Buy and FPPAX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 228B vs. FPPAX (33.3M). FPPAX (1.61) and BALCX (1.59) have matching dividends . BALCX was incepted earlier than FPPAX: BALCX (24 years) vs FPPAX (7 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FPPAX (60.00). BALCX has a lower initial minimum investment than FPPAX: BALCX (250) vs FPPAX (1000). BALCX annual gain was more profitable for investors over the last year : 17.98 vs. FPPAX (10.28). BALCX return over 5 years is better than : 31.57 vs. FPPAX (15.46).
| BALCX | FPPAX | BALCX / FPPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 10.369 | 4.105 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 33.3M | 684,685% |
| Annual Yield % from dividends | 1.59 | 1.61 | 99% |
| Returns for 1 year | 17.98 | 10.28 | 175% |
| Returns for 3 years | 7.26 | -1.48 | -491% |
| Returns for 5 years | 31.57 | 15.46 | 204% |
| Returns for 10 years | 43.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers