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FPPDX vs RLEFX
FPPDX vs RLEFX Comparison
Open Charts FPPDX vs RLEFX
MFS Prudent Investor B
Price$11.54
Change-$0.12 (-1.03%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
FPPDX vs RLEFX Comparison Chart
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FPPDX vs. RLEFX commentary
Dec 19, 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 FPPDX is a Buy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. FPPDX (27.7M). RLEFX pays higher dividends than FPPDX: RLEFX (2.42) vs FPPDX (0.93). FPPDX was incepted earlier than RLEFX: FPPDX (7 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FPPDX (60.00). RLEFX has a lower initial minimum investment than FPPDX: RLEFX (250) vs FPPDX (1000). RLEFX annual gain was more profitable for investors over the last year : 12.69 vs. FPPDX (6.00). RLEFX return over 5 years is better than : 33.70 vs. FPPDX (10.67).
| FPPDX | RLEFX | FPPDX / 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 | 4.603 | 11.668 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 241B | 0% |
| Annual Yield % from dividends | 0.93 | 2.42 | 39% |
| Returns for 1 year | 6.00 | 12.69 | 47% |
| Returns for 3 years | 2.64 | 12.14 | 22% |
| Returns for 5 years | 10.67 | 33.70 | 32% |
| Returns for 10 years | N/A | N/A | - |
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