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FPPEX vs RLEFX
FPPEX vs RLEFX Comparison
Open Charts FPPEX vs RLEFX
MFS Prudent Investor C
Price$11.51
Change-$0.12 (-1.03%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
FPPEX vs RLEFX Comparison Chart
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FPPEX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. FPPEX (27.7M). RLEFX pays higher dividends than FPPEX: RLEFX (2.42) vs FPPEX (0.73). FPPEX was incepted earlier than RLEFX: FPPEX (7 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FPPEX (60.00). RLEFX has a lower initial minimum investment than FPPEX: RLEFX (250) vs FPPEX (1000). RLEFX annual gain was more profitable for investors over the last year : 12.69 vs. FPPEX (6.10). RLEFX return over 5 years is better than : 33.70 vs. FPPEX (10.79).
| FPPEX | RLEFX | FPPEX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 4.603 | 11.668 | 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 | 2.42 | 30% |
| Returns for 1 year | 6.10 | 12.69 | 48% |
| Returns for 3 years | 2.77 | 12.14 | 23% |
| Returns for 5 years | 10.79 | 33.70 | 32% |
| Returns for 10 years | N/A | N/A | - |
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