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FPPEX vs RLEFX
FPPEX vs RLEFX Comparison
Open Charts FPPEX vs RLEFX
MFS Prudent Investor C
Price$11.93
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets25.35M
American Funds American Balanced R5E
Price$35.37
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
FPPEX vs RLEFX Comparison Chart
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FPPEX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. FPPEX (25.3M). 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 : 12.30 vs. FPPEX (7.07). RLEFX return over 5 years is better than : 34.94 vs. FPPEX (12.18).
| 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 | 2.783 | 3.120 | 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 | 2.42 | 30% |
| Returns for 1 year | 7.07 | 12.30 | 57% |
| Returns for 3 years | 6.37 | 15.20 | 42% |
| Returns for 5 years | 12.18 | 34.94 | 35% |
| Returns for 10 years | N/A | N/A | - |
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