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FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Port Street Quality Growth Institutional
Price$17.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets185.36M
FBAFX vs PSQGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. PSQGX (185M). FBAFX pays higher dividends than PSQGX: FBAFX (2.14) vs PSQGX (1.74). 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 (14.00). 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 : 7.21 vs. PSQGX (3.33).
| 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 | 4.700 | 0.984 | 478% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 185M | 131,351% |
| Annual Yield % from dividends | 2.14 | 1.74 | 123% |
| Returns for 1 year | 7.21 | 3.33 | 217% |
| Returns for 3 years | 25.28 | 14.39 | 176% |
| Returns for 5 years | N/A | 26.37 | - |
| Returns for 10 years | N/A | 73.94 | - |
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