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BALCX vs FPPUX
BALCX vs FPPUX Comparison
Open Charts BALCX vs FPPUX
American Funds American Balanced C
Price$34.08
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R4
Price$11.63
Change+$0.05 (+0.43%)
VolumeN/A
CapitalizationN/A
BALCX vs FPPUX Comparison Chart
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BALCX vs. FPPUX commentary
Dec 23, 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 Buy and FPPUX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. FPPUX (27.9M). 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 : 9.35 vs. FPPUX (5.17). BALCX return over 5 years is better than : 26.04 vs. FPPUX (15.48).
| 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 | 8.761 | 4.707 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 27.9M | 845,878% |
| Annual Yield % from dividends | 1.59 | 1.86 | 85% |
| Returns for 1 year | 9.35 | 5.17 | 181% |
| Returns for 3 years | 7.68 | 4.95 | 155% |
| Returns for 5 years | 26.04 | 15.48 | 168% |
| Returns for 10 years | 45.34 | N/A | - |
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