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FBAFX vs PSQGX
FBAFX vs PSQGX Comparison
Open Charts FBAFX vs PSQGX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Port Street Quality Growth Institutional
Price$16.73
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets178.8M
FBAFX vs PSQGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. PSQGX (179M). FBAFX pays higher dividends than PSQGX: FBAFX (2.22) vs PSQGX (1.77). FBAFX was incepted earlier than PSQGX: FBAFX (4 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 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 : 4.44 vs. PSQGX (1.30).
| FBAFX | PSQGX | FBAFX / PSQGX | |
| Total Expense Ratio | 0.33 | 0.97 | 34% |
| Annual Report Gross Expense Ratio | 0.33 | 1.13 | 29% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -1.440 | -4.051 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 179M | 126,816% |
| Annual Yield % from dividends | 2.22 | 1.77 | 125% |
| Returns for 1 year | 4.44 | 1.30 | 342% |
| Returns for 3 years | 16.56 | 5.73 | 289% |
| Returns for 5 years | N/A | 26.54 | - |
| Returns for 10 years | N/A | 62.94 | - |
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