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FPPEX vs RLBGX
FPPEX vs RLBGX Comparison
Open Charts FPPEX vs RLBGX
MFS Prudent Investor C
Price$11.93
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets25.35M
American Funds American Balanced R6
Price$35.43
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
FPPEX vs RLBGX Comparison Chart
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FPPEX vs. RLBGX commentary
Jan 31, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. FPPEX (25.3M). 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 : 12.48 vs. FPPEX (7.07). RLBGX return over 5 years is better than : 35.80 vs. FPPEX (12.18).
| 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 | 2.783 | 3.144 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 241B | 0% |
| Annual Yield % from dividends | 0.73 | 2.55 | 29% |
| Returns for 1 year | 7.07 | 12.48 | 57% |
| Returns for 3 years | 6.37 | 15.59 | 41% |
| Returns for 5 years | 12.18 | 35.80 | 34% |
| Returns for 10 years | N/A | 60.64 | - |
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