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FBAFX vs PGEJX
FBAFX vs PGEJX Comparison
Open Charts FBAFX vs PGEJX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
George Putnam Balanced R6
Price$26.19
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
FBAFX vs PGEJX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. PGEJX (2.14B). FBAFX pays higher dividends than PGEJX: FBAFX (2.14) vs PGEJX (1.80). FBAFX was incepted earlier than PGEJX: FBAFX (5 years) vs PGEJX (12 years). PGEJX (0.61) is less costly to investors than FBAFX (0.34). PGEJX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGEJX has a lower initial minimum investment than FBAFX: PGEJX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. PGEJX (5.15).
| FBAFX | PGEJX | FBAFX / PGEJX | |
| Total Expense Ratio | 0.34 | 0.61 | 56% |
| Annual Report Gross Expense Ratio | 0.34 | 0.61 | 56% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 4.578 | 2.267 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.14B | 11,429% |
| Annual Yield % from dividends | 2.14 | 1.80 | 119% |
| Returns for 1 year | 5.57 | 5.15 | 108% |
| Returns for 3 years | 34.68 | 40.88 | 85% |
| Returns for 5 years | N/A | 36.15 | - |
| Returns for 10 years | N/A | 75.05 | - |
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