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BALCX vs FPPSX
BALCX vs FPPSX Comparison
Open Charts BALCX vs FPPSX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R2
Price$12.09
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
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BALCX vs FPPSX Comparison Chart
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BALCX vs. FPPSX commentary
Sep 21, 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 FPPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FPPSX (32.8M). BALCX pays higher dividends than FPPSX: BALCX (1.59) vs FPPSX (1.40). BALCX was incepted earlier than FPPSX: BALCX (24 years) vs FPPSX (7 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FPPSX (60.00). FPPSX has a lower initial minimum investment than BALCX: FPPSX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 23.52 vs. FPPSX (12.12). BALCX return over 5 years is better than : 35.07 vs. FPPSX (17.88).
| BALCX | FPPSX | BALCX / FPPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 13.447 | 5.497 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 32.8M | 719,512% |
| Annual Yield % from dividends | 1.59 | 1.40 | 114% |
| Returns for 1 year | 23.52 | 12.12 | 194% |
| Returns for 3 years | 13.04 | 1.83 | 711% |
| Returns for 5 years | 35.07 | 17.88 | 196% |
| Returns for 10 years | 48.00 | N/A | - |
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