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FBONX vs PSQGX
FBONX vs PSQGX Comparison
Open Charts FBONX vs PSQGX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Port Street Quality Growth Institutional
Price$17.84
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets186.43M
FBONX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PSQGX (186M). FBONX pays higher dividends than PSQGX: FBONX (2.10) vs PSQGX (1.71). FBONX was incepted earlier than PSQGX: FBONX (5 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (14.00). FBONX has a lower initial minimum investment than PSQGX: FBONX (250) vs PSQGX (2000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. PSQGX (5.15).
| FBONX | PSQGX | FBONX / PSQGX | |
| Total Expense Ratio | 0.30 | 0.97 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.208 | 3.241 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 186M | 135,484% |
| Annual Yield % from dividends | 2.10 | 1.71 | 123% |
| Returns for 1 year | 8.16 | 5.15 | 159% |
| Returns for 3 years | 37.33 | 20.94 | 178% |
| Returns for 5 years | N/A | 31.69 | - |
| Returns for 10 years | N/A | 79.19 | - |
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