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FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Port Street Quality Growth Institutional
Price$17.77
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets185.09M
FBAFX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 251B vs. PSQGX (185M). FBAFX pays higher dividends than PSQGX: FBAFX (2.06) vs PSQGX (1.71). FBAFX was incepted earlier than PSQGX: FBAFX (5 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (7.00). FBAFX has a lower initial minimum investment than PSQGX: FBAFX (250) vs PSQGX (2000). FBAFX annual gain was more profitable for investors over the last year : 5.91 vs. PSQGX (2.95).
| FBAFX | PSQGX | FBAFX / PSQGX | |
| Total Expense Ratio | 0.34 | 0.97 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.13 | 30% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.011 | 2.546 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 185M | 135,676% |
| Annual Yield % from dividends | 2.06 | 1.71 | 121% |
| Returns for 1 year | 5.91 | 2.95 | 200% |
| Returns for 3 years | 37.31 | 20.04 | 186% |
| Returns for 5 years | N/A | 27.97 | - |
| Returns for 10 years | N/A | 75.13 | - |