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FBAFX vs PGEJX
FBAFX vs PGEJX Comparison
Open Charts FBAFX vs PGEJX
American Funds American Balanced 529-F-2
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
George Putnam Balanced R6
Price$25.55
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.09B
FBAFX vs PGEJX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 238B vs. PGEJX (2.09B). PGEJX (2.28) and FBAFX (2.22) have matching dividends . FBAFX was incepted earlier than PGEJX: FBAFX (5 years) vs PGEJX (11 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 (5.04) and PGEJX (4.84) have marching annual gain over last year.
| 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 | 11 years | - |
| Gain YTD | 2.098 | -0.349 | -601% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 2.09B | 11,398% |
| Annual Yield % from dividends | 2.22 | 2.28 | 97% |
| Returns for 1 year | 5.04 | 4.84 | 104% |
| Returns for 3 years | 24.82 | 30.70 | 81% |
| Returns for 5 years | N/A | 35.22 | - |
| Returns for 10 years | N/A | 69.21 | - |