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FBAFX vs FPPEX
FBAFX vs FPPEX Comparison
Open Charts FBAFX vs FPPEX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor C
Price$11.61
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
FBAFX vs FPPEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. FPPEX (31.2M). FBAFX pays higher dividends than FPPEX: FBAFX (2.47) vs FPPEX (0.73). FBAFX was incepted earlier than FPPEX: FBAFX (4 years) vs FPPEX (7 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. FPPEX (60.00). FBAFX has a lower initial minimum investment than FPPEX: FBAFX (250) vs FPPEX (1000). FBAFX annual gain was more profitable for investors over the last year : 21.17 vs. FPPEX (7.42).
| FBAFX | FPPEX | FBAFX / FPPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 14.313 | 2.291 | 625% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 31.2M | 756,410% |
| Annual Yield % from dividends | 2.47 | 0.73 | 337% |
| Returns for 1 year | 21.17 | 7.42 | 285% |
| Returns for 3 years | 12.79 | -2.02 | -632% |
| Returns for 5 years | N/A | 9.67 | - |
| Returns for 10 years | N/A | N/A | - |
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