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FBAFX vs PGEJX
FBAFX vs PGEJX Comparison
Open Charts FBAFX vs PGEJX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced R6
Price$27.08
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.2B
FBAFX vs PGEJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PGEJX (2.2B). FBAFX pays higher dividends than PGEJX: FBAFX (2.06) vs PGEJX (1.73). FBAFX was incepted earlier than PGEJX: FBAFX (5 years) vs PGEJX (12 years). PGEJX (0.61) is less costly to investors than FBAFX (0.34). PGEJX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGEJX has a lower initial minimum investment than FBAFX: PGEJX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. PGEJX (7.66).
| FBAFX | PGEJX | FBAFX / PGEJX | |
| Total Expense Ratio | 0.34 | 0.61 | 56% |
| Annual Report Gross Expense Ratio | 0.34 | 0.61 | 56% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.217 | 5.743 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.2B | 11,449% |
| Annual Yield % from dividends | 2.06 | 1.73 | 119% |
| Returns for 1 year | 8.12 | 7.66 | 106% |
| Returns for 3 years | 37.19 | 42.09 | 88% |
| Returns for 5 years | N/A | 37.38 | - |
| Returns for 10 years | N/A | 82.69 | - |
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