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FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Port Street Quality Growth Institutional
Price$17.61
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets183.77M
FBAFX vs PSQGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 248B vs. PSQGX (184M). 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 (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 : 7.63 vs. PSQGX (2.66).
| 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 | 6.867 | 1.562 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 184M | 134,783% |
| Annual Yield % from dividends | 2.14 | 1.74 | 123% |
| Returns for 1 year | 7.63 | 2.66 | 287% |
| Returns for 3 years | 34.77 | 18.04 | 193% |
| Returns for 5 years | N/A | 31.81 | - |
| Returns for 10 years | N/A | 76.27 | - |
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