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FBAFX vs PGPRX
FBAFX vs PGPRX Comparison
Open Charts FBAFX vs PGPRX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced R
Price$26.75
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
FBAFX vs PGPRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PGPRX (2.2B). FBAFX pays higher dividends than PGPRX: FBAFX (2.06) vs PGPRX (1.36). FBAFX was incepted earlier than PGPRX: FBAFX (5 years) vs PGPRX (22 years). PGPRX (1.18) is less costly to investors than FBAFX (0.34). PGPRX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGPRX has a lower initial minimum investment than FBAFX: PGPRX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. PGPRX (6.98).
| FBAFX | PGPRX | FBAFX / PGPRX | |
| Total Expense Ratio | 0.34 | 1.18 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.18 | 29% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 8.217 | 5.382 | 153% |
| 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 | 1.36 | 151% |
| Returns for 1 year | 8.12 | 6.98 | 116% |
| Returns for 3 years | 37.19 | 39.52 | 94% |
| Returns for 5 years | N/A | 33.24 | - |
| Returns for 10 years | N/A | 72.79 | - |
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