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FBONX vs PGEYX
FBONX vs PGEYX Comparison
Open Charts FBONX vs PGEYX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
George Putnam Balanced Y
Price$26.18
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
FBONX vs PGEYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. PGEYX (2.14B). FBONX pays higher dividends than PGEYX: FBONX (2.18) vs PGEYX (1.76). 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 : 5.58 vs. PGEYX (5.07).
| 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 | 4.568 | 2.217 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.14B | 11,429% |
| Annual Yield % from dividends | 2.18 | 1.76 | 124% |
| Returns for 1 year | 5.58 | 5.07 | 110% |
| Returns for 3 years | 34.82 | 40.53 | 86% |
| Returns for 5 years | N/A | 35.60 | - |
| Returns for 10 years | N/A | 75.55 | - |
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