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FPACX vs WSBFX
FPACX vs WSBFX Comparison
Open Charts FPACX vs WSBFX
Boston Trust Walden Balanced
Price$22.35
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets156.35M
FPACX vs WSBFX Comparison Chart
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FPACX vs. WSBFX commentary
Mar 09, 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 Buy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.8B vs. WSBFX (156M). FPACX pays higher dividends than WSBFX: FPACX (2.85) vs WSBFX (1.32). 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: 14.00 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 : 5.63 vs. WSBFX (1.84). FPACX return over 5 years is better than : 36.84 vs. WSBFX (19.66).
| 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 | 2.413 | 0.314 | 768% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 156M | 6,923% |
| Annual Yield % from dividends | 2.85 | 1.32 | 217% |
| Returns for 1 year | 5.63 | 1.84 | 306% |
| Returns for 3 years | 24.92 | 2.39 | 1,044% |
| Returns for 5 years | 36.84 | 19.66 | 187% |
| Returns for 10 years | 30.30 | 56.27 | 54% |