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FBONX vs PSQGX
FBONX vs PSQGX Comparison
Open Charts FBONX vs PSQGX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Port Street Quality Growth Institutional
Price$18.06
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets188.08M
FBONX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PSQGX (188M). 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 (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 : 10.59 vs. PSQGX (6.26).
| 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 | 9.205 | 4.514 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 188M | 135,106% |
| Annual Yield % from dividends | 2.10 | 1.71 | 123% |
| Returns for 1 year | 10.59 | 6.26 | 169% |
| Returns for 3 years | 36.98 | 21.39 | 173% |
| Returns for 5 years | N/A | 30.52 | - |
| Returns for 10 years | N/A | 79.68 | - |
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