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FPACX vs WSBFX
FPACX vs WSBFX Comparison
Open Charts FPACX vs WSBFX
Boston Trust Walden Balanced
Price$22.44
Change+$0.17 (+0.76%)
VolumeN/A
CapitalizationN/A
FPACX vs WSBFX Comparison Chart
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FPACX vs. WSBFX commentary
Dec 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 Hold and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FPACX has more cash in the bank: 10.8B vs. WSBFX (159M). 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 : 7.12 vs. WSBFX (4.56). FPACX return over 5 years is better than : 23.45 vs. WSBFX (13.70).
| 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 | 6.985 | 4.221 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 159M | 6,792% |
| Annual Yield % from dividends | 0.11 | 1.05 | 11% |
| Returns for 1 year | 7.12 | 4.56 | 156% |
| Returns for 3 years | 13.75 | -5.83 | -236% |
| Returns for 5 years | 23.45 | 13.70 | 171% |
| Returns for 10 years | 25.60 | 53.60 | 48% |