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FBAFX vs PGELX
FBAFX vs PGELX Comparison
Open Charts FBAFX vs PGELX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
George Putnam Balanced R5
Price$26.47
Change-$0.19 (-0.71%)
VolumeN/A
Net Assets2.15B
FBAFX vs PGELX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 247B vs. PGELX (2.15B). FBAFX pays higher dividends than PGELX: FBAFX (2.14) vs PGELX (1.71). 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 : 5.57 vs. PGELX (5.10).
| 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 | 4.578 | 2.220 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 2.15B | 11,478% |
| Annual Yield % from dividends | 2.14 | 1.71 | 125% |
| Returns for 1 year | 5.57 | 5.10 | 109% |
| Returns for 3 years | 34.68 | 40.67 | 85% |
| Returns for 5 years | N/A | 35.78 | - |
| Returns for 10 years | N/A | 74.70 | - |
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