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FPPAX vs RLEFX
FPPAX vs RLEFX Comparison
Open Charts FPPAX vs RLEFX
MFS Prudent Investor A
Price$11.76
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets25.73M
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
FPPAX vs RLEFX Comparison Chart
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FPPAX vs. RLEFX commentary
Jan 19, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. FPPAX (25.7M). 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). RLEFX annual gain was more profitable for investors over the last year : 12.49 vs. FPPAX (6.95). RLEFX return over 5 years is better than : 30.88 vs. FPPAX (12.49).
| 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 | 1.292 | 1.953 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7M | 240B | 0% |
| Annual Yield % from dividends | 1.61 | 2.42 | 66% |
| Returns for 1 year | 6.95 | 12.49 | 56% |
| Returns for 3 years | 5.65 | 12.81 | 44% |
| Returns for 5 years | 12.49 | 30.88 | 40% |
| Returns for 10 years | N/A | N/A | - |