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FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Port Street Quality Growth Institutional
Price$17.72
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets185.9M
FBAFX vs PSQGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. PSQGX (186M). FBAFX pays higher dividends than PSQGX: FBAFX (2.14) vs PSQGX (1.74). FBAFX was incepted earlier than PSQGX: FBAFX (5 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (14.00). FBAFX has a lower initial minimum investment than PSQGX: FBAFX (250) vs PSQGX (2000). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. PSQGX (4.32).
| FBAFX | PSQGX | FBAFX / PSQGX | |
| Total Expense Ratio | 0.34 | 0.97 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.13 | 30% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 4.578 | 2.546 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 186M | 131,183% |
| Annual Yield % from dividends | 2.14 | 1.74 | 123% |
| Returns for 1 year | 5.57 | 4.32 | 129% |
| Returns for 3 years | 34.68 | 22.45 | 154% |
| Returns for 5 years | N/A | 32.41 | - |
| Returns for 10 years | N/A | 75.79 | - |
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