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FPPEX vs RLBCX
FPPEX vs RLBCX Comparison
Open Charts FPPEX vs RLBCX
MFS Prudent Investor C
Price$11.64
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets25.73M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FPPEX vs RLBCX Comparison Chart
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FPPEX vs. RLBCX 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 FPPEX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. FPPEX (25.7M). RLBCX pays higher dividends than FPPEX: RLBCX (1.98) vs FPPEX (0.73). FPPEX was incepted earlier than RLBCX: FPPEX (7 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. FPPEX (60.00). RLBCX has a lower initial minimum investment than FPPEX: RLBCX (250) vs FPPEX (1000). RLBCX annual gain was more profitable for investors over the last year : 11.92 vs. FPPEX (6.19). RLBCX return over 5 years is better than : 28.12 vs. FPPEX (9.26).
| FPPEX | RLBCX | FPPEX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 1.217 | 1.935 | 63% |
| 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 | 0.73 | 1.98 | 37% |
| Returns for 1 year | 6.19 | 11.92 | 52% |
| Returns for 3 years | 4.20 | 11.58 | 36% |
| Returns for 5 years | 9.26 | 28.12 | 33% |
| Returns for 10 years | N/A | 53.41 | - |
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