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FBAFX vs PGELX
FBAFX vs PGELX Comparison
Open Charts FBAFX vs PGELX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced R5
Price$27.37
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.2B
FBAFX vs PGELX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PGELX (2.2B). FBAFX pays higher dividends than PGELX: FBAFX (2.06) vs PGELX (1.64). FBAFX was incepted earlier than PGELX: FBAFX (5 years) vs PGELX (12 years). PGELX (0.71) is less costly to investors than FBAFX (0.34). PGELX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGELX has a lower initial minimum investment than FBAFX: PGELX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. PGELX (7.62).
| FBAFX | PGELX | FBAFX / PGELX | |
| Total Expense Ratio | 0.34 | 0.71 | 48% |
| Annual Report Gross Expense Ratio | 0.34 | 0.71 | 48% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.217 | 5.695 | 144% |
| 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 | 1.64 | 125% |
| Returns for 1 year | 8.12 | 7.62 | 106% |
| Returns for 3 years | 37.19 | 41.92 | 89% |
| Returns for 5 years | N/A | 37.08 | - |
| Returns for 10 years | N/A | 82.33 | - |
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