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BALCX vs FPPUX
BALCX vs FPPUX Comparison
Open Charts BALCX vs FPPUX
American Funds American Balanced C
Price$35.08
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
MFS Prudent Investor R4
Price$11.85
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets25.82M
BALCX vs FPPUX Comparison Chart
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BALCX vs. FPPUX commentary
Jan 24, 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 FPPUX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. FPPUX (25.8M). 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 : 11.60 vs. FPPUX (7.82). BALCX return over 5 years is better than : 27.75 vs. FPPUX (15.97).
| 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 | 3.025 | 2.067 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 25.8M | 937,984% |
| Annual Yield % from dividends | 1.59 | 1.86 | 85% |
| Returns for 1 year | 11.60 | 7.82 | 148% |
| Returns for 3 years | 14.05 | 8.96 | 157% |
| Returns for 5 years | 27.75 | 15.97 | 174% |
| Returns for 10 years | 50.15 | N/A | - |
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