FPACX
Price
$45.21
Change
+$0.09 (+0.20%)
Updated
Oct 17 closing price
Net Assets
11.72B
WSBFX
Price
$23.91
Change
+$0.10 (+0.42%)
Updated
Oct 17 closing price
Net Assets
152.8M
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FPACX vs WSBFX

Header iconFPACX vs WSBFX Comparison
Open Charts FPACX vs WSBFXBanner chart's image
FPA Crescent
Price$45.21
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets11.72B
Boston Trust Walden Balanced
Price$23.91
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets152.8M
FPACX vs WSBFX Comparison Chart in %
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FPACX vs. WSBFX commentary
Oct 18, 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 Hold and WSBFX is a Hold.

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FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 11.7B vs. WSBFX (153M). FPACX pays higher dividends than WSBFX: FPACX (1.90) vs WSBFX (1.25). FPACX was incepted earlier than WSBFX: FPACX (32 years) vs WSBFX (26 years). FPACX (1.08) is less costly to investors than WSBFX (0.95). 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 : 8.19 vs. WSBFX (2.33). FPACX return over 5 years is better than : 46.70 vs. WSBFX (16.80).
FPACXWSBFXFPACX / WSBFX
Total Expense Ratio1.060.95112%
Annual Report Gross Expense Ratio1.080.95114%
Fund Existence32 years26 years-
Gain YTD12.5296.867182%
Front LoadN/AN/A-
Min. Initial Investment15001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets11.7B153M7,647%
Annual Yield % from dividends1.901.25152%
Returns for 1 year8.192.33352%
Returns for 3 years46.9518.07260%
Returns for 5 years46.7016.80278%
Returns for 10 years45.2964.7170%
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