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BALFX vs FPPUX
BALFX vs FPPUX Comparison
Open Charts BALFX vs FPPUX
American Funds American Balanced F1
Price$35.29
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
MFS Prudent Investor R4
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
BALFX vs FPPUX Comparison Chart
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BALFX vs. FPPUX commentary
Feb 23, 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 Hold and FPPUX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 242B vs. FPPUX (23.3M). 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). FPPUX annual gain was more profitable for investors over the last year : 10.97 vs. BALFX (9.19). BALFX return over 5 years is better than : 29.96 vs. FPPUX (20.42).
| 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 | 2.886 | 5.512 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 23.3M | 1,038,627% |
| Annual Yield % from dividends | 2.21 | 1.86 | 119% |
| Returns for 1 year | 9.19 | 10.97 | 84% |
| Returns for 3 years | 17.52 | 14.42 | 122% |
| Returns for 5 years | 29.96 | 20.42 | 147% |
| Returns for 10 years | 52.44 | N/A | - |
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