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FBONX vs PGELX
FBONX vs PGELX Comparison
Open Charts FBONX vs PGELX
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced R5
Price$29.23
Change-$0.27 (-0.92%)
VolumeN/A
Net Assets2.32B
FBONX vs PGELX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. PGELX (2.32B). FBONX pays higher dividends than PGELX: FBONX (1.93) vs PGELX (1.11). FBONX was incepted earlier than PGELX: FBONX (5 years) vs PGELX (12 years). PGELX (0.69) is less costly to investors than FBONX (0.30). PGELX is a more actively managed with annual turnover of: 97.00 vs. FBONX (44.00). PGELX has a lower initial minimum investment than FBONX: PGELX (0) vs FBONX (250). PGELX annual gain was more profitable for investors over the last year : 11.55 vs. FBONX (10.92). FBONX return over 5 years is better than : 44.69 vs. PGELX (41.44).
| FBONX | PGELX | FBONX / PGELX | |
| Total Expense Ratio | 0.30 | 0.69 | 43% |
| Annual Report Gross Expense Ratio | 0.30 | 0.69 | 43% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 18.538 | 14.815 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.32B | 11,615% |
| Annual Yield % from dividends | 1.93 | 1.11 | 175% |
| Returns for 1 year | 10.92 | 11.55 | 95% |
| Returns for 3 years | 45.83 | 53.17 | 86% |
| Returns for 5 years | 44.69 | 41.44 | 108% |
| Returns for 10 years | N/A | 104.90 | - |
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