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FPPSX vs RLBFX
FPPSX vs RLBFX Comparison
Open Charts FPPSX vs RLBFX
MFS Prudent Investor R2
Price$12.04
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets25.35M
American Funds American Balanced R5
Price$35.46
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
FPPSX vs RLBFX Comparison Chart
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FPPSX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. FPPSX (25.3M). RLBFX pays higher dividends than FPPSX: RLBFX (2.50) vs FPPSX (1.40). FPPSX was incepted earlier than RLBFX: FPPSX (7 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FPPSX (60.00). FPPSX has a lower initial minimum investment than RLBFX: FPPSX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 12.41 vs. FPPSX (7.55). RLBFX return over 5 years is better than : 35.52 vs. FPPSX (15.28).
| FPPSX | RLBFX | FPPSX / 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 | 2.845 | 3.111 | 91% |
| 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 | 2.50 | 56% |
| Returns for 1 year | 7.55 | 12.41 | 61% |
| Returns for 3 years | 8.19 | 15.45 | 53% |
| Returns for 5 years | 15.28 | 35.52 | 43% |
| Returns for 10 years | N/A | 60.27 | - |
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