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FBONX vs PGEOX
FBONX vs PGEOX Comparison
Open Charts FBONX vs PGEOX
American Funds American Balanced 529-F-3
Price$37.13
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced A
Price$27.10
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.22B
FBONX vs PGEOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PGEOX (2.22B). FBONX pays higher dividends than PGEOX: FBONX (2.10) vs PGEOX (1.52). FBONX was incepted earlier than PGEOX: FBONX (5 years) vs PGEOX (88 years). PGEOX (0.93) is less costly to investors than FBONX (0.30). PGEOX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGEOX has a lower initial minimum investment than FBONX: PGEOX (0) vs FBONX (250). PGEOX (9.26) and FBONX (9.24) have marching annual gain over last year.
| FBONX | PGEOX | FBONX / PGEOX | |
| Total Expense Ratio | 0.30 | 0.93 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.93 | 32% |
| Fund Existence | 5 years | 88 years | - |
| Gain YTD | 8.971 | 6.667 | 135% |
| Front Load | N/A | 6% | - |
| 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 | 1.52 | 138% |
| Returns for 1 year | 9.24 | 9.26 | 100% |
| Returns for 3 years | 33.16 | 34.50 | 96% |
| Returns for 5 years | N/A | 32.34 | - |
| Returns for 10 years | N/A | 78.72 | - |
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