Interact to see
Advertisement
Advertisement
FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Port Street Quality Growth Institutional
Price$17.84
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets186.43M
FBAFX vs PSQGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. PSQGX (186M). 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 (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 : 8.12 vs. PSQGX (5.15).
| 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 | 8.217 | 3.241 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 186M | 135,484% |
| Annual Yield % from dividends | 2.06 | 1.71 | 121% |
| Returns for 1 year | 8.12 | 5.15 | 158% |
| Returns for 3 years | 37.19 | 20.94 | 178% |
| Returns for 5 years | N/A | 31.69 | - |
| Returns for 10 years | N/A | 79.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers