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FPPEX vs RLBCX
FPPEX vs RLBCX Comparison
Open Charts FPPEX vs RLBCX
MFS Prudent Investor C
Price$11.51
Change-$0.12 (-1.03%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
FPPEX vs RLBCX Comparison Chart
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FPPEX vs. RLBCX 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 FPPEX is a Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. FPPEX (27.7M). 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 : 12.29 vs. FPPEX (6.10). RLBCX return over 5 years is better than : 31.08 vs. FPPEX (10.79).
| 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 | 4.603 | 11.296 | 41% |
| 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 | 0.73 | 1.98 | 37% |
| Returns for 1 year | 6.10 | 12.29 | 50% |
| Returns for 3 years | 2.77 | 11.08 | 25% |
| Returns for 5 years | 10.79 | 31.08 | 35% |
| Returns for 10 years | N/A | 44.10 | - |
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