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FBONX vs PGEOX
FBONX vs PGEOX Comparison
Open Charts FBONX vs PGEOX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced A
Price$26.90
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
FBONX vs PGEOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PGEOX (2.2B). 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). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. PGEOX (7.29).
| 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 | 8.208 | 5.536 | 148% |
| Front Load | N/A | 6% | - |
| 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 | 1.52 | 138% |
| Returns for 1 year | 8.16 | 7.29 | 112% |
| Returns for 3 years | 37.33 | 40.63 | 92% |
| Returns for 5 years | N/A | 35.05 | - |
| Returns for 10 years | N/A | 78.59 | - |