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FBONX vs PGEOX
FBONX vs PGEOX Comparison
Open Charts FBONX vs PGEOX
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
George Putnam Balanced A
Price$28.74
Change-$0.26 (-0.90%)
VolumeN/A
Net Assets2.32B
FBONX vs PGEOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. PGEOX (2.32B). FBONX pays higher dividends than PGEOX: FBONX (1.93) vs PGEOX (0.98). FBONX was incepted earlier than PGEOX: FBONX (5 years) vs PGEOX (88 years). PGEOX (0.91) is less costly to investors than FBONX (0.30). PGEOX is a more actively managed with annual turnover of: 97.00 vs. FBONX (44.00). PGEOX has a lower initial minimum investment than FBONX: PGEOX (0) vs FBONX (250). PGEOX (11.35) and FBONX (10.92) have marching annual gain over last year. FBONX return over 5 years is better than : 44.69 vs. PGEOX (39.49).
| FBONX | PGEOX | FBONX / PGEOX | |
| Total Expense Ratio | 0.30 | 0.91 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.91 | 33% |
| Fund Existence | 5 years | 88 years | - |
| Gain YTD | 18.538 | 14.567 | 127% |
| Front Load | N/A | 6% | - |
| 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 | 0.98 | 197% |
| Returns for 1 year | 10.92 | 11.35 | 96% |
| Returns for 3 years | 45.83 | 52.04 | 88% |
| Returns for 5 years | 44.69 | 39.49 | 113% |
| Returns for 10 years | N/A | 100.85 | - |
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