Ad is loading...
FPACX vs WSBFX
FPACX vs WSBFX Comparison
Open Charts FPACX vs WSBFX
Boston Trust Walden Balanced
Price$22.94
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets161.13M
FPACX vs WSBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPACX vs. WSBFX commentary
Feb 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.5B vs. WSBFX (161M). WSBFX pays higher dividends than FPACX: WSBFX (1.05) vs FPACX (0.11). FPACX was incepted earlier than WSBFX: FPACX (32 years) vs WSBFX (26 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 : 9.52 vs. WSBFX (5.92). FPACX return over 5 years is better than : 27.35 vs. WSBFX (15.96).
| FPACX | WSBFX | FPACX / WSBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 2.562 | 2.873 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 161M | 6,522% |
| Annual Yield % from dividends | 0.11 | 1.05 | 11% |
| Returns for 1 year | 9.52 | 5.92 | 161% |
| Returns for 3 years | 16.63 | -1.13 | -1,468% |
| Returns for 5 years | 27.35 | 15.96 | 171% |
| Returns for 10 years | 31.70 | 61.07 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...