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BALCX vs FPPJX
BALCX vs FPPJX Comparison
Open Charts BALCX vs FPPJX
American Funds American Balanced C
Price$33.99
Change-$0.81 (-2.33%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor I
Price$11.61
Change-$0.12 (-1.02%)
VolumeN/A
CapitalizationN/A
BALCX vs FPPJX Comparison Chart
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BALCX vs. FPPJX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. FPPJX (27.7M). 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 : 11.89 vs. FPPJX (7.07). BALCX return over 5 years is better than : 28.93 vs. FPPJX (15.17).
| 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 | 10.937 | 5.578 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 27.7M | 870,036% |
| Annual Yield % from dividends | 1.59 | 1.86 | 85% |
| Returns for 1 year | 11.89 | 7.07 | 168% |
| Returns for 3 years | 10.17 | 4.61 | 221% |
| Returns for 5 years | 28.93 | 15.17 | 191% |
| Returns for 10 years | 40.96 | N/A | - |
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