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FPPSX vs RLBAX
FPPSX vs RLBAX Comparison
Open Charts FPPSX vs RLBAX
MFS Prudent Investor R2
Price$11.77
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
FPPSX vs RLBAX Comparison Chart
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FPPSX vs. RLBAX commentary
Nov 18, 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: 236B vs. FPPSX (31.2M). RLBAX pays higher dividends than FPPSX: RLBAX (1.59) vs FPPSX (1.40). FPPSX was incepted earlier than RLBAX: FPPSX (7 years) vs RLBAX (22 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 : 19.99 vs. FPPSX (7.97). RLBAX return over 5 years is better than : 30.92 vs. FPPSX (12.64).
| FPPSX | RLBAX | FPPSX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 2.705 | 13.297 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 236B | 0% |
| Annual Yield % from dividends | 1.40 | 1.59 | 88% |
| Returns for 1 year | 7.97 | 19.99 | 40% |
| Returns for 3 years | -0.37 | 8.70 | -4% |
| Returns for 5 years | 12.64 | 30.92 | 41% |
| Returns for 10 years | N/A | 44.74 | - |