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BALCX vs FPPSX
BALCX vs FPPSX Comparison
Open Charts BALCX vs FPPSX
American Funds American Balanced C
Price$35.09
Change+$0.24 (+0.69%)
VolumeN/A
Net Assets241.03B
MFS Prudent Investor R2
Price$12.04
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets25.35M
BALCX vs FPPSX Comparison Chart
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BALCX vs. FPPSX commentary
Jan 31, 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 FPPSX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 241B vs. FPPSX (25.3M). 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 : 11.25 vs. FPPSX (7.55). BALCX return over 5 years is better than : 29.82 vs. FPPSX (15.28).
| 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 | 3.054 | 2.845 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 25.3M | 952,569% |
| Annual Yield % from dividends | 1.59 | 1.40 | 114% |
| Returns for 1 year | 11.25 | 7.55 | 149% |
| Returns for 3 years | 12.88 | 8.19 | 157% |
| Returns for 5 years | 29.82 | 15.28 | 195% |
| Returns for 10 years | 51.48 | N/A | - |
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