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FPPDX vs RLEFX
FPPDX vs RLEFX Comparison
Open Charts FPPDX vs RLEFX
MFS Prudent Investor B
Price$12.15
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
FPPDX vs RLEFX Comparison Chart
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FPPDX 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 FPPDX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. FPPDX (23.3M). 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). FPPDX (9.87) and RLEFX (9.42) have marching annual gain over last year. RLEFX return over 5 years is better than : 31.16 vs. FPPDX (14.16).
| 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 | 5.377 | 2.915 | 184% |
| 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 | 0.93 | 2.42 | 39% |
| Returns for 1 year | 9.87 | 9.42 | 105% |
| Returns for 3 years | 10.64 | 18.08 | 59% |
| Returns for 5 years | 14.16 | 31.16 | 45% |
| Returns for 10 years | N/A | N/A | - |
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