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FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Port Street Quality Growth Institutional
Price$18.06
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets188.08M
FBAFX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. PSQGX (188M). FBAFX pays higher dividends than PSQGX: FBAFX (2.06) vs PSQGX (1.71). 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 (7.00). 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 : 10.54 vs. PSQGX (6.26).
| 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 | 9.185 | 4.514 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 188M | 135,106% |
| Annual Yield % from dividends | 2.06 | 1.71 | 121% |
| Returns for 1 year | 10.54 | 6.26 | 168% |
| Returns for 3 years | 36.84 | 21.39 | 172% |
| Returns for 5 years | N/A | 30.52 | - |
| Returns for 10 years | N/A | 79.68 | - |