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FPPSX vs RLBAX
FPPSX vs RLBAX Comparison
Open Charts FPPSX vs RLBAX
MFS Prudent Investor R2
Price$11.61
Change-$0.12 (-1.02%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FPPSX vs RLBAX Comparison Chart
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FPPSX vs. RLBAX 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 FPPSX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FPPSX (27.7M). RLBAX pays higher dividends than FPPSX: RLBAX (1.59) vs FPPSX (1.40). FPPSX was incepted earlier than RLBAX: FPPSX (7 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPPSX (60.00). FPPSX has a lower initial minimum investment than RLBAX: FPPSX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 11.90 vs. FPPSX (6.59). RLBAX return over 5 years is better than : 28.83 vs. FPPSX (13.87).
| FPPSX | RLBAX | FPPSX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 5.098 | 10.911 | 47% |
| 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 | 1.40 | 1.59 | 88% |
| Returns for 1 year | 6.59 | 11.90 | 55% |
| Returns for 3 years | 4.57 | 10.12 | 45% |
| Returns for 5 years | 13.87 | 28.83 | 48% |
| Returns for 10 years | N/A | 40.93 | - |
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