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FBAFX vs PGEMX
FBAFX vs PGEMX Comparison
Open Charts FBAFX vs PGEMX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced M
Price$25.82
Change-$0.07 (-0.27%)
VolumeN/A
CapitalizationN/A
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FBAFX vs PGEMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. PGEMX (2.04B). FBAFX pays higher dividends than PGEMX: FBAFX (2.47) vs PGEMX (0.70). FBAFX was incepted earlier than PGEMX: FBAFX (4 years) vs PGEMX (30 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. PGEMX (47.00). PGEMX has a lower initial minimum investment than FBAFX: PGEMX (0) vs FBAFX (250). PGEMX annual gain was more profitable for investors over the last year : 26.15 vs. FBAFX (24.73).
| FBAFX | PGEMX | FBAFX / PGEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 30 years | - |
| Gain YTD | 14.250 | 15.460 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.04B | 11,591% |
| Annual Yield % from dividends | 2.47 | 0.70 | 355% |
| Returns for 1 year | 24.73 | 26.15 | 95% |
| Returns for 3 years | 17.24 | 9.08 | 190% |
| Returns for 5 years | N/A | 31.42 | - |
| Returns for 10 years | N/A | 71.39 | - |