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FBAFX vs PGEOX
FBAFX vs PGEOX Comparison
Open Charts FBAFX vs PGEOX
American Funds American Balanced 529-F-2
Price$36.68
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced A
Price$26.74
Change-$0.16 (-0.59%)
VolumeN/A
Net Assets2.2B
FBAFX vs PGEOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PGEOX (2.2B). FBAFX pays higher dividends than PGEOX: FBAFX (2.06) vs PGEOX (1.52). FBAFX was incepted earlier than PGEOX: FBAFX (5 years) vs PGEOX (88 years). PGEOX (0.93) is less costly to investors than FBAFX (0.34). PGEOX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGEOX has a lower initial minimum investment than FBAFX: PGEOX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. PGEOX (7.29).
| FBAFX | PGEOX | FBAFX / PGEOX | |
| Total Expense Ratio | 0.34 | 0.93 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 0.93 | 37% |
| Fund Existence | 5 years | 88 years | - |
| Gain YTD | 8.217 | 5.536 | 148% |
| Front Load | N/A | 6% | - |
| 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 | 1.52 | 136% |
| Returns for 1 year | 8.12 | 7.29 | 111% |
| Returns for 3 years | 37.19 | 40.63 | 92% |
| Returns for 5 years | N/A | 35.05 | - |
| Returns for 10 years | N/A | 78.59 | - |
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