FPACX
Price
$41.80
Change
-$0.24 (-0.57%)
Updated
Sep 20 closing price
WSBFX
Price
$23.53
Change
-$0.06 (-0.25%)
Updated
Sep 20 closing price
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FPACX vs WSBFX

Header iconFPACX vs WSBFX Comparison
Open Charts FPACX vs WSBFXBanner chart's image
FPA Crescent
Price$41.80
Change-$0.24 (-0.57%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Balanced
Price$23.53
Change-$0.06 (-0.25%)
VolumeN/A
CapitalizationN/A
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FPACX vs WSBFX Comparison Chart
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VS
FPACX vs. WSBFX commentary
Sep 21, 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 FPACX is a Buy and WSBFX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.6B vs. WSBFX (166M). WSBFX pays higher dividends than FPACX: WSBFX (1.05) vs FPACX (0.11). FPACX was incepted earlier than WSBFX: FPACX (31 years) vs WSBFX (25 years). FPACX is a more actively managed with annual turnover of: 14.00 vs. WSBFX (11.76). 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 : 14.25 vs. WSBFX (8.25). FPACX return over 5 years is better than : 30.29 vs. WSBFX (23.54).
FPACXWSBFXFPACX / WSBFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years25 years-
Gain YTD9.6407.886122%
Front LoadN/AN/A-
Min. Initial Investment15001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6B166M6,386%
Annual Yield % from dividends0.111.0511%
Returns for 1 year14.258.25173%
Returns for 3 years7.16-0.96-743%
Returns for 5 years30.2923.54129%
Returns for 10 years28.4165.4443%
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