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FBAFX vs PGEYX
FBAFX vs PGEYX Comparison
Open Charts FBAFX vs PGEYX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced Y
Price$27.06
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
FBAFX vs PGEYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PGEYX (2.2B). FBAFX pays higher dividends than PGEYX: FBAFX (2.06) vs PGEYX (1.69). 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 : 8.12 vs. PGEYX (7.58).
| 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 | 8.217 | 5.653 | 145% |
| Front Load | N/A | N/A | - |
| 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 | 1.69 | 122% |
| Returns for 1 year | 8.12 | 7.58 | 107% |
| Returns for 3 years | 37.19 | 41.76 | 89% |
| Returns for 5 years | N/A | 36.84 | - |
| Returns for 10 years | N/A | 83.15 | - |
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