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FBONX vs PGPRX
FBONX vs PGPRX Comparison
Open Charts FBONX vs PGPRX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
George Putnam Balanced R
Price$26.75
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets2.2B
FBONX vs PGPRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PGPRX (2.2B). FBONX pays higher dividends than PGPRX: FBONX (2.10) vs PGPRX (1.36). FBONX was incepted earlier than PGPRX: FBONX (5 years) vs PGPRX (22 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 : 8.16 vs. PGPRX (6.98).
| 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 | 22 years | - |
| Gain YTD | 8.208 | 5.382 | 153% |
| 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 | 1.36 | 154% |
| Returns for 1 year | 8.16 | 6.98 | 117% |
| Returns for 3 years | 37.33 | 39.52 | 94% |
| Returns for 5 years | N/A | 33.24 | - |
| Returns for 10 years | N/A | 72.79 | - |
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