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FBONX vs PSQGX
FBONX vs PSQGX Comparison
Open Charts FBONX vs PSQGX
American Funds American Balanced 529-F-3
Price$39.56
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Port Street Quality Growth Institutional
Price$18.90
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets183M
FBONX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 268B vs. PSQGX (183M). FBONX pays higher dividends than PSQGX: FBONX (1.97) vs PSQGX (1.62). FBONX was incepted earlier than PSQGX: FBONX (5 years) vs PSQGX (12 years). PSQGX (1.10) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). 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 : 10.27 vs. PSQGX (5.64). FBONX return over 5 years is better than : 45.24 vs. PSQGX (29.19).
| FBONX | PSQGX | FBONX / PSQGX | |
| Total Expense Ratio | 0.30 | 0.97 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 16.506 | 9.375 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 183M | 146,448% |
| Annual Yield % from dividends | 1.97 | 1.62 | 121% |
| Returns for 1 year | 10.27 | 5.64 | 182% |
| Returns for 3 years | 45.55 | 26.22 | 174% |
| Returns for 5 years | 45.24 | 29.19 | 155% |
| Returns for 10 years | N/A | 88.21 | - |
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