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BALFX vs FPPJX
BALFX vs FPPJX Comparison
Open Charts BALFX vs FPPJX
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
MFS Prudent Investor I
Price$11.75
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets25.73M
BALFX vs FPPJX Comparison Chart
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BALFX vs. FPPJX commentary
Jan 19, 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 BALFX is a Buy and FPPJX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 240B vs. FPPJX (25.7M). BALFX pays higher dividends than FPPJX: BALFX (2.21) vs FPPJX (1.86). BALFX was incepted earlier than FPPJX: BALFX (24 years) vs FPPJX (7 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FPPJX (60.00). FPPJX has a lower initial minimum investment than BALFX: FPPJX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 12.25 vs. FPPJX (7.16). BALFX return over 5 years is better than : 29.72 vs. FPPJX (13.59).
| BALFX | FPPJX | BALFX / FPPJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 1.953 | 1.293 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 25.7M | 933,852% |
| Annual Yield % from dividends | 2.21 | 1.86 | 119% |
| Returns for 1 year | 12.25 | 7.16 | 171% |
| Returns for 3 years | 12.28 | 6.14 | 200% |
| Returns for 5 years | 29.72 | 13.59 | 219% |
| Returns for 10 years | 55.85 | N/A | - |
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