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FPACX vs WSBFX
FPACX vs WSBFX Comparison
Open Charts FPACX vs WSBFX
Boston Trust Walden Balanced
Price$21.62
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets148.18M
FPACX vs WSBFX Comparison Chart
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FPACX vs. WSBFX commentary
May 03, 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 FPACX is a StrongBuy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.4B vs. WSBFX (148M). FPACX pays higher dividends than WSBFX: FPACX (2.94) vs WSBFX (1.37). FPACX was incepted earlier than WSBFX: FPACX (32 years) vs WSBFX (26 years). FPACX (1.08) is less costly to investors than WSBFX (0.96). FPACX is a more actively managed with annual turnover of: 10.00 vs. WSBFX (3.30). FPACX has a lower initial minimum investment than WSBFX: FPACX (1500) vs WSBFX (100000). FPACX annual gain was more profitable for investors over the last year : 3.40 vs. WSBFX (0.74). FPACX return over 5 years is better than : 47.71 vs. WSBFX (21.21).
| FPACX | WSBFX | FPACX / WSBFX | |
| Total Expense Ratio | 1.06 | 0.96 | 110% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -0.124 | -3.007 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 148M | 7,027% |
| Annual Yield % from dividends | 2.94 | 1.37 | 214% |
| Returns for 1 year | 3.40 | 0.74 | 462% |
| Returns for 3 years | 22.04 | 1.15 | 1,923% |
| Returns for 5 years | 47.71 | 21.21 | 225% |
| Returns for 10 years | 24.12 | 47.73 | 51% |
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