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FPPAX vs RLEFX
FPPAX vs RLEFX Comparison
Open Charts FPPAX vs RLEFX
MFS Prudent Investor A
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
FPPAX vs RLEFX Comparison Chart
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FPPAX vs. RLEFX commentary
Feb 23, 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 FPPAX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. FPPAX (23.3M). RLEFX pays higher dividends than FPPAX: RLEFX (2.42) vs FPPAX (1.61). FPPAX was incepted earlier than RLEFX: FPPAX (7 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FPPAX (60.00). RLEFX has a lower initial minimum investment than FPPAX: RLEFX (250) vs FPPAX (1000). FPPAX annual gain was more profitable for investors over the last year : 10.62 vs. RLEFX (9.42). RLEFX return over 5 years is better than : 31.16 vs. FPPAX (17.71).
| FPPAX | RLEFX | FPPAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 5.512 | 2.915 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 242B | 0% |
| Annual Yield % from dividends | 1.61 | 2.42 | 66% |
| Returns for 1 year | 10.62 | 9.42 | 113% |
| Returns for 3 years | 12.37 | 18.08 | 68% |
| Returns for 5 years | 17.71 | 31.16 | 57% |
| Returns for 10 years | N/A | N/A | - |
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