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BALCX vs FPPUX
BALCX vs FPPUX Comparison
Open Charts BALCX vs FPPUX
American Funds American Balanced C
Price$35.86
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R4
Price$12.14
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
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BALCX vs FPPUX Comparison Chart
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BALCX vs. FPPUX 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 FPPUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FPPUX (32.8M). 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). BALCX annual gain was more profitable for investors over the last year : 23.52 vs. FPPUX (12.70). BALCX return over 5 years is better than : 35.07 vs. FPPUX (20.85).
| 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 | 13.447 | 5.934 | 227% |
| 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 | 1.86 | 85% |
| Returns for 1 year | 23.52 | 12.70 | 185% |
| Returns for 3 years | 13.04 | 3.37 | 387% |
| Returns for 5 years | 35.07 | 20.85 | 168% |
| Returns for 10 years | 48.00 | N/A | - |
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