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BALCX vs FPPUX
BALCX vs FPPUX Comparison
Open Charts BALCX vs FPPUX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
MFS Prudent Investor R4
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
BALCX vs FPPUX Comparison Chart
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BALCX vs. FPPUX commentary
Feb 23, 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 Hold and FPPUX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FPPUX (23.3M). FPPUX pays higher dividends than BALCX: FPPUX (1.86) vs BALCX (1.59). BALCX was incepted earlier than FPPUX: BALCX (24 years) vs FPPUX (7 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. FPPUX (60.00). FPPUX has a lower initial minimum investment than BALCX: FPPUX (0) vs BALCX (250). FPPUX annual gain was more profitable for investors over the last year : 10.97 vs. BALCX (8.38). BALCX return over 5 years is better than : 26.14 vs. FPPUX (20.42).
| BALCX | FPPUX | BALCX / FPPUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 2.790 | 5.512 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 23.3M | 1,038,627% |
| Annual Yield % from dividends | 1.59 | 1.86 | 85% |
| Returns for 1 year | 8.38 | 10.97 | 76% |
| Returns for 3 years | 15.69 | 14.42 | 109% |
| Returns for 5 years | 26.14 | 20.42 | 128% |
| Returns for 10 years | 46.66 | N/A | - |
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