Ad is loading...
FPPJX vs RLBFX
FPPJX vs RLBFX Comparison
Open Charts FPPJX vs RLBFX
MFS Prudent Investor I
Price$11.61
Change-$0.12 (-1.02%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
FPPJX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FPPJX vs. RLBFX 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 FPPJX is a Buy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. FPPJX (27.7M). 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 : 10.06 vs. FPPJX (7.07). RLBFX return over 5 years is better than : 31.27 vs. FPPJX (15.17).
| 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 | 5.578 | 9.579 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7M | 241B | 0% |
| Annual Yield % from dividends | 1.86 | 2.50 | 74% |
| Returns for 1 year | 7.07 | 10.06 | 70% |
| Returns for 3 years | 4.61 | 10.17 | 45% |
| Returns for 5 years | 15.17 | 31.27 | 49% |
| Returns for 10 years | N/A | 45.88 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...