FPACX
Price
$45.04
Change
+$0.05 (+0.11%)
Updated
Sep 5 closing price
Net Assets
11.65B
WSBFX
Price
$23.44
Change
-$0.04 (-0.17%)
Updated
Sep 5 closing price
Net Assets
154.7M
Interact to see
Advertisement

FPACX vs WSBFX

Header iconFPACX vs WSBFX Comparison
Open Charts FPACX vs WSBFXBanner chart's image
FPA Crescent
Price$45.04
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets11.65B
Boston Trust Walden Balanced
Price$23.44
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets154.7M
FPACX vs WSBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FPACX vs. WSBFX commentary
Sep 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 11.7B vs. WSBFX (155M). FPACX pays higher dividends than WSBFX: FPACX (1.92) vs WSBFX (1.28). 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 : 11.64 vs. WSBFX (2.56). FPACX return over 5 years is better than : 46.90 vs. WSBFX (17.29).
FPACXWSBFXFPACX / WSBFX
Total Expense Ratio1.060.95112%
Annual Report Gross Expense Ratio1.080.95114%
Fund Existence32 years26 years-
Gain YTD12.3295.206237%
Front LoadN/AN/A-
Min. Initial Investment15001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets11.7B155M7,548%
Annual Yield % from dividends1.921.28150%
Returns for 1 year11.642.56454%
Returns for 3 years42.7712.46343%
Returns for 5 years46.9017.29271%
Returns for 10 years48.1166.7472%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AGRH25.950.13
+0.52%
iShares Interest Rt Hdg U.S. Aggt Bd ETF
TMFS36.040.09
+0.24%
Motley Fool Small-Cap Growth ETF
BCAT15.050.03
+0.20%
BlackRock Capital Allocation Term Trust
BGIG31.44N/A
+0.01%
Bahl & Gaynor Income Growth ETF
MMJJF0.04N/A
N/A
UNDERWOOD CAP LTD.