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BALFX vs FPPUX
BALFX vs FPPUX Comparison
Open Charts BALFX vs FPPUX
American Funds American Balanced F1
Price$34.32
Change+$0.25 (+0.73%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R4
Price$11.63
Change+$0.05 (+0.43%)
VolumeN/A
CapitalizationN/A
BALFX vs FPPUX Comparison Chart
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BALFX vs. FPPUX commentary
Dec 23, 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 Buy and FPPUX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. FPPUX (27.9M). BALFX pays higher dividends than FPPUX: BALFX (2.21) vs FPPUX (1.86). BALFX was incepted earlier than FPPUX: BALFX (24 years) vs FPPUX (7 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. FPPUX (60.00). FPPUX has a lower initial minimum investment than BALFX: FPPUX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 10.13 vs. FPPUX (5.17). BALFX return over 5 years is better than : 29.82 vs. FPPUX (15.48).
| BALFX | FPPUX | BALFX / 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 | 9.511 | 4.707 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 27.9M | 845,878% |
| Annual Yield % from dividends | 2.21 | 1.86 | 119% |
| Returns for 1 year | 10.13 | 5.17 | 196% |
| Returns for 3 years | 9.36 | 4.95 | 189% |
| Returns for 5 years | 29.82 | 15.48 | 193% |
| Returns for 10 years | 51.11 | N/A | - |
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