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FBAFX vs PGEMX
FBAFX vs PGEMX Comparison
Open Charts FBAFX vs PGEMX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced M
Price$26.33
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets2.2B
FBAFX vs PGEMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PGEMX (2.2B). FBAFX pays higher dividends than PGEMX: FBAFX (2.06) vs PGEMX (1.20). FBAFX was incepted earlier than PGEMX: FBAFX (5 years) vs PGEMX (31 years). PGEMX (1.43) is less costly to investors than FBAFX (0.34). PGEMX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGEMX has a lower initial minimum investment than FBAFX: PGEMX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. PGEMX (6.68).
| FBAFX | PGEMX | FBAFX / PGEMX | |
| Total Expense Ratio | 0.34 | 1.43 | 24% |
| Annual Report Gross Expense Ratio | 0.34 | 1.43 | 24% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 8.217 | 5.275 | 156% |
| Front Load | N/A | 4% | - |
| 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 | 1.20 | 172% |
| Returns for 1 year | 8.12 | 6.68 | 122% |
| Returns for 3 years | 37.19 | 38.44 | 97% |
| Returns for 5 years | N/A | 31.27 | - |
| Returns for 10 years | N/A | 69.33 | - |
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