Interact to see
Advertisement
Advertisement
FBAFX vs PGEMX
FBAFX vs PGEMX Comparison
Open Charts FBAFX vs PGEMX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced M
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets2.22B
FBAFX vs PGEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. PGEMX (2.22B). 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 : 10.54 vs. PGEMX (9.49).
| 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 | 9.185 | 6.405 | 143% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.22B | 11,462% |
| Annual Yield % from dividends | 2.06 | 1.20 | 172% |
| Returns for 1 year | 10.54 | 9.49 | 111% |
| Returns for 3 years | 36.84 | 37.39 | 99% |
| Returns for 5 years | N/A | 29.85 | - |
| Returns for 10 years | N/A | 70.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NWXQX | 16.96 | 0.16 | +0.95% |
| Nationwide Mid Cap Market Idx Instl Svc | |||
| SELCX | 47.36 | 0.22 | +0.47% |
| SEI Large Cap Growth F (SIMT) | |||
| BASVX | 14.00 | 0.06 | +0.43% |
| Brown Advisory Sustainable Val Inst | |||
| HGOFX | 72.45 | 0.25 | +0.35% |
| Hartford Growth Opportunities F | |||
| MSVIX | 12.68 | 0.03 | +0.24% |
| MetLife Small Company Equity Inst | |||