Ad is loading...
FPPEX vs RLBGX
FPPEX vs RLBGX Comparison
Open Charts FPPEX vs RLBGX
MFS Prudent Investor C
Price$11.51
Change-$0.12 (-1.03%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
FPPEX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPPEX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. FPPEX (27.7M). RLBGX pays higher dividends than FPPEX: RLBGX (2.55) vs FPPEX (0.73). FPPEX was incepted earlier than RLBGX: FPPEX (7 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FPPEX (60.00). RLBGX has a lower initial minimum investment than FPPEX: RLBGX (250) vs FPPEX (1000). RLBGX annual gain was more profitable for investors over the last year : 12.83 vs. FPPEX (6.10). RLBGX return over 5 years is better than : 34.51 vs. FPPEX (10.79).
| FPPEX | RLBGX | FPPEX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 4.603 | 11.811 | 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 | 0.73 | 2.55 | 29% |
| Returns for 1 year | 6.10 | 12.83 | 48% |
| Returns for 3 years | 2.77 | 12.48 | 22% |
| Returns for 5 years | 10.79 | 34.51 | 31% |
| Returns for 10 years | N/A | 49.12 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers