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FPCSX vs WSBFX
FPCSX vs WSBFX Comparison
Open Charts FPCSX vs WSBFX
FPA Crescent Supra Institutional
Price$41.22
Change+$0.16 (+0.39%)
VolumeN/A
Net Assets10.76B
Boston Trust Walden Balanced
Price$22.35
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets156.35M
FPCSX vs WSBFX Comparison Chart
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FPCSX vs. WSBFX commentary
Mar 09, 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 FPCSX is a Buy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FPCSX has more cash in the bank: 10.8B vs. WSBFX (156M). FPCSX pays higher dividends than WSBFX: FPCSX (2.87) vs WSBFX (1.32). FPCSX was incepted earlier than WSBFX: FPCSX (5 years) vs WSBFX (26 years). FPCSX (1.02) is less costly to investors than WSBFX (0.96). FPCSX is a more actively managed with annual turnover of: 14.00 vs. WSBFX (3.30). FPCSX has a lower initial minimum investment than WSBFX: FPCSX (1500) vs WSBFX (100000). FPCSX annual gain was more profitable for investors over the last year : 5.69 vs. WSBFX (1.84).
| FPCSX | WSBFX | FPCSX / WSBFX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.02 | 0.96 | 106% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 2.410 | 0.314 | 767% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 156M | 6,923% |
| Annual Yield % from dividends | 2.87 | 1.32 | 218% |
| Returns for 1 year | 5.69 | 1.84 | 309% |
| Returns for 3 years | 25.16 | 2.39 | 1,055% |
| Returns for 5 years | N/A | 19.66 | - |
| Returns for 10 years | N/A | 56.27 | - |