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FPPSX vs RLBAX
FPPSX vs RLBAX Comparison
Open Charts FPPSX vs RLBAX
MFS Prudent Investor R2
Price$12.04
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets25.35M
American Funds American Balanced R1
Price$35.04
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
FPPSX vs RLBAX Comparison Chart
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FPPSX vs. RLBAX commentary
Jan 31, 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 FPPSX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FPPSX (25.3M). 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 : 11.22 vs. FPPSX (7.55). RLBAX return over 5 years is better than : 29.68 vs. FPPSX (15.28).
| 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 | 2.845 | 3.029 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 241B | 0% |
| Annual Yield % from dividends | 1.40 | 1.59 | 88% |
| Returns for 1 year | 7.55 | 11.22 | 67% |
| Returns for 3 years | 8.19 | 12.82 | 64% |
| Returns for 5 years | 15.28 | 29.68 | 51% |
| Returns for 10 years | N/A | 51.41 | - |
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