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FBONX vs PGEYX
FBONX vs PGEYX Comparison
Open Charts FBONX vs PGEYX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced Y
Price$27.25
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets2.22B
FBONX vs PGEYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PGEYX (2.22B). 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 (10.59) and PGEYX (10.37) have marching annual gain over last year.
| 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 | 9.205 | 6.825 | 135% |
| Front Load | N/A | N/A | - |
| 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 | 1.69 | 124% |
| Returns for 1 year | 10.59 | 10.37 | 102% |
| Returns for 3 years | 36.98 | 40.66 | 91% |
| Returns for 5 years | N/A | 35.34 | - |
| Returns for 10 years | N/A | 84.11 | - |
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