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FBONX vs PGEYX
FBONX vs PGEYX Comparison
Open Charts FBONX vs PGEYX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced Y
Price$27.06
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
FBONX vs PGEYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PGEYX (2.2B). FBONX pays higher dividends than PGEYX: FBONX (2.10) vs PGEYX (1.69). FBONX was incepted earlier than PGEYX: FBONX (5 years) vs PGEYX (31 years). PGEYX (0.68) is less costly to investors than FBONX (0.30). PGEYX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGEYX has a lower initial minimum investment than FBONX: PGEYX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. PGEYX (7.58).
| FBONX | PGEYX | FBONX / PGEYX | |
| Total Expense Ratio | 0.30 | 0.68 | 44% |
| Annual Report Gross Expense Ratio | 0.30 | 0.68 | 44% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 8.208 | 5.653 | 145% |
| Front Load | N/A | N/A | - |
| 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 | 1.69 | 124% |
| Returns for 1 year | 8.16 | 7.58 | 108% |
| Returns for 3 years | 37.33 | 41.76 | 89% |
| Returns for 5 years | N/A | 36.84 | - |
| Returns for 10 years | N/A | 83.15 | - |