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FBONX vs PSQGX
FBONX vs PSQGX Comparison
Open Charts FBONX vs PSQGX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Port Street Quality Growth Institutional
Price$19.02
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets182.5M
FBONX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. PSQGX (182M). FBONX pays higher dividends than PSQGX: FBONX (1.93) vs PSQGX (1.59). 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 : 9.61 vs. PSQGX (5.28). FBONX return over 5 years is better than : 43.00 vs. PSQGX (28.12).
| 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 | 16.889 | 9.838 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 182M | 147,802% |
| Annual Yield % from dividends | 1.93 | 1.59 | 122% |
| Returns for 1 year | 9.61 | 5.28 | 182% |
| Returns for 3 years | 42.16 | 22.63 | 186% |
| Returns for 5 years | 43.00 | 28.12 | 153% |
| Returns for 10 years | N/A | 85.66 | - |
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