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FBONX vs PGEJX
FBONX vs PGEJX Comparison
Open Charts FBONX vs PGEJX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced R6
Price$29.04
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.31B
FBONX vs PGEJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. PGEJX (2.31B). FBONX pays higher dividends than PGEJX: FBONX (1.93) vs PGEJX (1.19). FBONX was incepted earlier than PGEJX: FBONX (5 years) vs PGEJX (12 years). PGEJX (0.61) is less costly to investors than FBONX (0.30). PGEJX is a more actively managed with annual turnover of: 97.00 vs. FBONX (44.00). PGEJX has a lower initial minimum investment than FBONX: PGEJX (0) vs FBONX (250). PGEJX annual gain was more profitable for investors over the last year : 11.54 vs. FBONX (10.08). FBONX return over 5 years is better than : 42.77 vs. PGEJX (40.15).
| FBONX | PGEJX | FBONX / PGEJX | |
| Total Expense Ratio | 0.30 | 0.61 | 49% |
| Annual Report Gross Expense Ratio | 0.30 | 0.61 | 49% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 17.419 | 14.355 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.31B | 11,640% |
| Annual Yield % from dividends | 1.93 | 1.19 | 163% |
| Returns for 1 year | 10.08 | 11.54 | 87% |
| Returns for 3 years | 42.81 | 50.15 | 85% |
| Returns for 5 years | 42.77 | 40.15 | 107% |
| Returns for 10 years | N/A | 99.41 | - |
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