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FPPJX vs RLBFX
FPPJX vs RLBFX Comparison
Open Charts FPPJX vs RLBFX
MFS Prudent Investor I
Price$11.75
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets25.73M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
FPPJX vs RLBFX Comparison Chart
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FPPJX vs. RLBFX commentary
Jan 19, 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 FPPJX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. FPPJX (25.7M). RLBFX pays higher dividends than FPPJX: RLBFX (2.50) vs FPPJX (1.86). FPPJX was incepted earlier than RLBFX: FPPJX (7 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FPPJX (60.00). FPPJX has a lower initial minimum investment than RLBFX: FPPJX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 12.61 vs. FPPJX (7.16). RLBFX return over 5 years is better than : 31.46 vs. FPPJX (13.59).
| FPPJX | RLBFX | FPPJX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 1.293 | 1.948 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.7M | 240B | 0% |
| Annual Yield % from dividends | 1.86 | 2.50 | 74% |
| Returns for 1 year | 7.16 | 12.61 | 57% |
| Returns for 3 years | 6.14 | 13.10 | 47% |
| Returns for 5 years | 13.59 | 31.46 | 43% |
| Returns for 10 years | N/A | 58.66 | - |
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