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BALFX vs FPPUX
BALFX vs FPPUX Comparison
Open Charts BALFX vs FPPUX
American Funds American Balanced F1
Price$36.50
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor R4
Price$11.98
Change+$0.06 (+0.50%)
VolumeN/A
CapitalizationN/A
BALFX vs FPPUX Comparison Chart
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BALFX vs. FPPUX commentary
Nov 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 StrongBuy and FPPUX is a StrongSell.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. FPPUX (31.4M). 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 : 20.75 vs. FPPUX (8.01). BALFX return over 5 years is better than : 36.18 vs. FPPUX (16.69).
| 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 | 14.881 | 4.014 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 31.4M | 757,962% |
| Annual Yield % from dividends | 2.21 | 1.86 | 119% |
| Returns for 1 year | 20.75 | 8.01 | 259% |
| Returns for 3 years | 12.01 | 2.58 | 465% |
| Returns for 5 years | 36.18 | 16.69 | 217% |
| Returns for 10 years | 50.75 | N/A | - |
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