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FBAFX vs PGPRX
FBAFX vs PGPRX Comparison
Open Charts FBAFX vs PGPRX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced R
Price$26.98
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.22B
FBAFX vs PGPRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. PGPRX (2.22B). FBAFX pays higher dividends than PGPRX: FBAFX (2.06) vs PGPRX (1.36). FBAFX was incepted earlier than PGPRX: FBAFX (5 years) vs PGPRX (23 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 : 10.54 vs. PGPRX (9.80).
| 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 | 23 years | - |
| Gain YTD | 9.185 | 6.538 | 140% |
| Front Load | N/A | N/A | - |
| 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 | 1.36 | 151% |
| Returns for 1 year | 10.54 | 9.80 | 108% |
| Returns for 3 years | 36.84 | 38.53 | 96% |
| Returns for 5 years | N/A | 31.81 | - |
| Returns for 10 years | N/A | 73.67 | - |