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FPPQX vs RLBGX
FPPQX vs RLBGX Comparison
Open Charts FPPQX vs RLBGX
MFS Prudent Investor R3
Price$11.73
Change-$0.38 (-3.14%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$35.09
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
FPPQX vs RLBGX Comparison Chart
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FPPQX vs. RLBGX 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 FPPQX is a Buy and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 230B vs. FPPQX (28.6M). RLBGX pays higher dividends than FPPQX: RLBGX (2.55) vs FPPQX (1.63). FPPQX was incepted earlier than RLBGX: FPPQX (7 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FPPQX (60.00). FPPQX has a lower initial minimum investment than RLBGX: FPPQX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 12.83 vs. FPPQX (6.84). RLBGX return over 5 years is better than : 34.51 vs. FPPQX (15.27).
| FPPQX | RLBGX | FPPQX / 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 | 5.352 | 11.811 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6M | 230B | 0% |
| Annual Yield % from dividends | 1.63 | 2.55 | 64% |
| Returns for 1 year | 6.84 | 12.83 | 53% |
| Returns for 3 years | 5.34 | 12.48 | 43% |
| Returns for 5 years | 15.27 | 34.51 | 44% |
| Returns for 10 years | N/A | 49.12 | - |