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FBAFX vs PGELX
FBAFX vs PGELX Comparison
Open Charts FBAFX vs PGELX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
George Putnam Balanced R5
Price$27.56
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets2.21B
FBAFX vs PGELX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. PGELX (2.21B). FBAFX pays higher dividends than PGELX: FBAFX (2.06) vs PGELX (1.64). FBAFX was incepted earlier than PGELX: FBAFX (5 years) vs PGELX (12 years). PGELX (0.71) is less costly to investors than FBAFX (0.34). PGELX is a more actively managed with annual turnover of: 80.00 vs. FBAFX (44.00). PGELX has a lower initial minimum investment than FBAFX: PGELX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 10.54 vs. PGELX (9.97).
| FBAFX | PGELX | FBAFX / PGELX | |
| Total Expense Ratio | 0.34 | 0.71 | 48% |
| Annual Report Gross Expense Ratio | 0.34 | 0.71 | 48% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.185 | 6.455 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.21B | 11,504% |
| Annual Yield % from dividends | 2.06 | 1.64 | 125% |
| Returns for 1 year | 10.54 | 9.97 | 106% |
| Returns for 3 years | 36.84 | 40.22 | 92% |
| Returns for 5 years | N/A | 35.07 | - |
| Returns for 10 years | N/A | 82.47 | - |
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