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FPACX
Price
$42.91
Change
+$0.10 (+0.23%)
Updated
Nov 22 closing price
WSBFX
Price
$23.61
Change
+$0.07 (+0.30%)
Updated
Nov 22 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$42.91
Change+$0.10 (+0.23%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Balanced
Price$23.61
Change+$0.07 (+0.30%)
VolumeN/A
CapitalizationN/A
FPACX vs WSBFX Comparison Chart
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FPACX vs. WSBFX commentary
Nov 23, 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 StrongBuy and WSBFX is a Buy.

FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.6B vs. WSBFX (163M). 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 : 13.73 vs. WSBFX (4.45). FPACX return over 5 years is better than : 31.23 vs. WSBFX (19.80).
FPACXWSBFXFPACX / WSBFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years25 years-
Gain YTD12.5527.565166%
Front LoadN/AN/A-
Min. Initial Investment15001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6B163M6,503%
Annual Yield % from dividends0.111.0511%
Returns for 1 year13.734.45308%
Returns for 3 years7.30-5.70-128%
Returns for 5 years31.2319.80158%
Returns for 10 years28.9558.9649%
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