Interact to see
Advertisement
Advertisement
FBONX vs PGEMX
FBONX vs PGEMX Comparison
Open Charts FBONX vs PGEMX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced M
Price$26.33
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets2.2B
FBONX vs PGEMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PGEMX (2.2B). FBONX pays higher dividends than PGEMX: FBONX (2.10) vs PGEMX (1.20). FBONX was incepted earlier than PGEMX: FBONX (5 years) vs PGEMX (31 years). PGEMX (1.43) is less costly to investors than FBONX (0.30). PGEMX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGEMX has a lower initial minimum investment than FBONX: PGEMX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. PGEMX (6.68).
| FBONX | PGEMX | FBONX / PGEMX | |
| Total Expense Ratio | 0.30 | 1.43 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.43 | 21% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 8.208 | 5.275 | 156% |
| Front Load | N/A | 4% | - |
| 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 | 1.20 | 175% |
| Returns for 1 year | 8.16 | 6.68 | 122% |
| Returns for 3 years | 37.33 | 38.44 | 97% |
| Returns for 5 years | N/A | 31.27 | - |
| Returns for 10 years | N/A | 69.33 | - |