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FBONX vs PGEMX
FBONX vs PGEMX Comparison
Open Charts FBONX vs PGEMX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced M
Price$26.57
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets2.22B
FBONX vs PGEMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PGEMX (2.22B). 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 : 10.59 vs. PGEMX (9.49).
| 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 | 9.205 | 6.405 | 144% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.22B | 11,462% |
| Annual Yield % from dividends | 2.10 | 1.20 | 175% |
| Returns for 1 year | 10.59 | 9.49 | 112% |
| Returns for 3 years | 36.98 | 37.39 | 99% |
| Returns for 5 years | N/A | 29.85 | - |
| Returns for 10 years | N/A | 70.24 | - |
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