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FPPEX vs RLBCX
FPPEX vs RLBCX Comparison
Open Charts FPPEX vs RLBCX
MFS Prudent Investor C
Price$12.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FPPEX vs RLBCX Comparison Chart
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FPPEX vs. RLBCX 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 FPPEX is a Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. FPPEX (23.3M). 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). FPPEX annual gain was more profitable for investors over the last year : 9.79 vs. RLBCX (8.85). RLBCX return over 5 years is better than : 28.37 vs. FPPEX (14.19).
| 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 | 5.304 | 2.844 | 187% |
| 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 | 0.73 | 1.98 | 37% |
| Returns for 1 year | 9.79 | 8.85 | 111% |
| Returns for 3 years | 10.72 | 16.79 | 64% |
| Returns for 5 years | 14.19 | 28.37 | 50% |
| Returns for 10 years | N/A | 50.06 | - |
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