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FBONX vs PGEJX
FBONX vs PGEJX Comparison
Open Charts FBONX vs PGEJX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced R6
Price$27.08
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.2B
FBONX vs PGEJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PGEJX (2.2B). FBONX pays higher dividends than PGEJX: FBONX (2.10) vs PGEJX (1.73). 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: 80.00 vs. FBONX (44.00). PGEJX has a lower initial minimum investment than FBONX: PGEJX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. PGEJX (7.66).
| 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 | 8.208 | 5.743 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.2B | 11,449% |
| Annual Yield % from dividends | 2.10 | 1.73 | 121% |
| Returns for 1 year | 8.16 | 7.66 | 107% |
| Returns for 3 years | 37.33 | 42.09 | 89% |
| Returns for 5 years | N/A | 37.38 | - |
| Returns for 10 years | N/A | 82.69 | - |