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BALFX vs FPPSX
BALFX vs FPPSX Comparison
Open Charts BALFX vs FPPSX
American Funds American Balanced F1
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
MFS Prudent Investor R2
Price$12.04
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets25.35M
BALFX vs FPPSX Comparison Chart
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BALFX vs. FPPSX commentary
Jan 31, 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 FPPSX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 241B vs. FPPSX (25.3M). 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 : 12.05 vs. FPPSX (7.55). BALFX return over 5 years is better than : 33.74 vs. FPPSX (15.28).
| 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 | 3.120 | 2.845 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 25.3M | 952,569% |
| Annual Yield % from dividends | 2.21 | 1.40 | 158% |
| Returns for 1 year | 12.05 | 7.55 | 160% |
| Returns for 3 years | 14.66 | 8.19 | 179% |
| Returns for 5 years | 33.74 | 15.28 | 221% |
| Returns for 10 years | 57.51 | N/A | - |
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