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BALCX vs FPPJX
BALCX vs FPPJX Comparison
Open Charts BALCX vs FPPJX
American Funds American Balanced C
Price$35.82
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor I
Price$11.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BALCX vs FPPJX Comparison Chart
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BALCX vs. FPPJX commentary
Nov 18, 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 StrongBuy and FPPJX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FPPJX (31.2M). FPPJX pays higher dividends than BALCX: FPPJX (1.86) vs BALCX (1.59). BALCX was incepted earlier than FPPJX: BALCX (24 years) vs FPPJX (7 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FPPJX (60.00). FPPJX has a lower initial minimum investment than BALCX: FPPJX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 20.01 vs. FPPJX (8.54). BALCX return over 5 years is better than : 30.97 vs. FPPJX (14.02).
| BALCX | FPPJX | BALCX / FPPJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 13.321 | 3.229 | 413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 31.2M | 756,410% |
| Annual Yield % from dividends | 1.59 | 1.86 | 85% |
| Returns for 1 year | 20.01 | 8.54 | 234% |
| Returns for 3 years | 8.73 | -0.18 | -4,766% |
| Returns for 5 years | 30.97 | 14.02 | 221% |
| Returns for 10 years | 44.77 | N/A | - |
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