Interact to see
Advertisement
Advertisement
FBAFX vs PGEYX
FBAFX vs PGEYX Comparison
Open Charts FBAFX vs PGEYX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
George Putnam Balanced Y
Price$26.18
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
FBAFX vs PGEYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. PGEYX (2.14B). FBAFX pays higher dividends than PGEYX: FBAFX (2.14) vs PGEYX (1.76). FBAFX was incepted earlier than PGEYX: FBAFX (5 years) vs PGEYX (31 years). PGEYX (0.68) is less costly to investors than FBAFX (0.34). PGEYX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGEYX has a lower initial minimum investment than FBAFX: PGEYX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. PGEYX (5.07).
| FBAFX | PGEYX | FBAFX / PGEYX | |
| Total Expense Ratio | 0.34 | 0.68 | 50% |
| Annual Report Gross Expense Ratio | 0.34 | 0.68 | 50% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 4.578 | 2.217 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.14B | 11,429% |
| Annual Yield % from dividends | 2.14 | 1.76 | 122% |
| Returns for 1 year | 5.57 | 5.07 | 110% |
| Returns for 3 years | 34.68 | 40.53 | 86% |
| Returns for 5 years | N/A | 35.60 | - |
| Returns for 10 years | N/A | 75.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement