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FBONX vs PGELX
FBONX vs PGELX Comparison
Open Charts FBONX vs PGELX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced R5
Price$27.37
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets2.2B
FBONX vs PGELX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PGELX (2.2B). FBONX pays higher dividends than PGELX: FBONX (2.10) vs PGELX (1.64). FBONX was incepted earlier than PGELX: FBONX (5 years) vs PGELX (12 years). PGELX (0.71) is less costly to investors than FBONX (0.30). PGELX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGELX has a lower initial minimum investment than FBONX: PGELX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. PGELX (7.62).
| FBONX | PGELX | FBONX / PGELX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.71 | 42% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.208 | 5.695 | 144% |
| 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 | 1.64 | 128% |
| Returns for 1 year | 8.16 | 7.62 | 107% |
| Returns for 3 years | 37.33 | 41.92 | 89% |
| Returns for 5 years | N/A | 37.08 | - |
| Returns for 10 years | N/A | 82.33 | - |
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