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FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Port Street Quality Growth Institutional
Price$19.02
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets182.5M
FBAFX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. PSQGX (182M). FBAFX pays higher dividends than PSQGX: FBAFX (1.90) vs PSQGX (1.59). FBAFX was incepted earlier than PSQGX: FBAFX (5 years) vs PSQGX (12 years). PSQGX (1.10) 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 : 9.57 vs. PSQGX (5.28). FBAFX return over 5 years is better than : 42.71 vs. PSQGX (28.12).
| FBAFX | PSQGX | FBAFX / PSQGX | |
| Total Expense Ratio | 0.34 | 0.97 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.10 | 31% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 16.857 | 9.838 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 182M | 147,802% |
| Annual Yield % from dividends | 1.90 | 1.59 | 120% |
| Returns for 1 year | 9.57 | 5.28 | 181% |
| Returns for 3 years | 42.02 | 22.63 | 186% |
| Returns for 5 years | 42.71 | 28.12 | 152% |
| Returns for 10 years | N/A | 85.66 | - |
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