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FBONX vs PGPRX
FBONX vs PGPRX Comparison
Open Charts FBONX vs PGPRX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced R
Price$26.98
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.22B
FBONX vs PGPRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PGPRX (2.22B). FBONX pays higher dividends than PGPRX: FBONX (2.10) vs PGPRX (1.36). FBONX was incepted earlier than PGPRX: FBONX (5 years) vs PGPRX (23 years). PGPRX (1.18) is less costly to investors than FBONX (0.30). PGPRX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGPRX has a lower initial minimum investment than FBONX: PGPRX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. PGPRX (9.80).
| FBONX | PGPRX | FBONX / PGPRX | |
| Total Expense Ratio | 0.30 | 1.18 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.18 | 25% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 9.205 | 6.538 | 141% |
| 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 | 1.36 | 154% |
| Returns for 1 year | 10.59 | 9.80 | 108% |
| Returns for 3 years | 36.98 | 38.53 | 96% |
| Returns for 5 years | N/A | 31.81 | - |
| Returns for 10 years | N/A | 73.67 | - |
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