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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+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R2
Price$12.09
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
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BALFX vs FPPSX Comparison Chart
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BALFX vs. FPPSX 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 BALFX is a StrongBuy and FPPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. FPPSX (32.8M). 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 : 24.37 vs. FPPSX (12.12). BALFX return over 5 years is better than : 38.99 vs. FPPSX (17.88).
| 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 | 5.497 | 255% |
| 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 | 2.21 | 1.40 | 158% |
| Returns for 1 year | 24.37 | 12.12 | 201% |
| Returns for 3 years | 14.75 | 1.83 | 804% |
| Returns for 5 years | 38.99 | 17.88 | 218% |
| Returns for 10 years | 53.86 | N/A | - |
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