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BALCX vs FPPJX
BALCX vs FPPJX Comparison
Open Charts BALCX vs FPPJX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
MFS Prudent Investor I
Price$11.75
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets25.73M
BALCX vs FPPJX Comparison Chart
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BALCX vs. FPPJX commentary
Jan 19, 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 BALCX is a Buy and FPPJX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. FPPJX (25.7M). 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 : 11.44 vs. FPPJX (7.16). BALCX return over 5 years is better than : 25.92 vs. FPPJX (13.59).
| 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 | 1.938 | 1.293 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 25.7M | 933,852% |
| Annual Yield % from dividends | 1.59 | 1.86 | 85% |
| Returns for 1 year | 11.44 | 7.16 | 160% |
| Returns for 3 years | 10.59 | 6.14 | 173% |
| Returns for 5 years | 25.92 | 13.59 | 191% |
| Returns for 10 years | 49.96 | N/A | - |
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