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FPPUX vs RLBAX
FPPUX vs RLBAX Comparison
Open Charts FPPUX vs RLBAX
MFS Prudent Investor R4
Price$12.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.34M
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FPPUX vs RLBAX Comparison Chart
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FPPUX vs. RLBAX commentary
Feb 23, 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 FPPUX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FPPUX (23.3M). FPPUX pays higher dividends than RLBAX: FPPUX (1.86) vs RLBAX (1.59). FPPUX was incepted earlier than RLBAX: FPPUX (7 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPPUX (60.00). FPPUX has a lower initial minimum investment than RLBAX: FPPUX (0) vs RLBAX (250). FPPUX annual gain was more profitable for investors over the last year : 10.97 vs. RLBAX (8.36). RLBAX return over 5 years is better than : 26.04 vs. FPPUX (20.42).
| FPPUX | RLBAX | FPPUX / 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 | 5.512 | 2.764 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 242B | 0% |
| Annual Yield % from dividends | 1.86 | 1.59 | 117% |
| Returns for 1 year | 10.97 | 8.36 | 131% |
| Returns for 3 years | 14.42 | 15.63 | 92% |
| Returns for 5 years | 20.42 | 26.04 | 78% |
| Returns for 10 years | N/A | 46.53 | - |