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BALFX vs FPPSX
BALFX vs FPPSX Comparison
Open Charts BALFX vs FPPSX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R2
Price$11.77
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
BALFX vs FPPSX Comparison Chart
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BALFX vs. FPPSX commentary
Nov 18, 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 BALFX is a StrongBuy and FPPSX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. FPPSX (31.2M). BALFX pays higher dividends than FPPSX: BALFX (2.21) vs FPPSX (1.40). BALFX was incepted earlier than FPPSX: BALFX (24 years) vs FPPSX (7 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FPPSX (60.00). FPPSX has a lower initial minimum investment than BALFX: FPPSX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 20.84 vs. FPPSX (7.97). BALFX return over 5 years is better than : 34.76 vs. FPPSX (12.64).
| BALFX | FPPSX | BALFX / FPPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 13.997 | 2.705 | 517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 31.2M | 756,410% |
| Annual Yield % from dividends | 2.21 | 1.40 | 158% |
| Returns for 1 year | 20.84 | 7.97 | 262% |
| Returns for 3 years | 10.40 | -0.37 | -2,804% |
| Returns for 5 years | 34.76 | 12.64 | 275% |
| Returns for 10 years | 50.51 | N/A | - |