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FBONX vs PGEJX
FBONX vs PGEJX Comparison
Open Charts FBONX vs PGEJX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
George Putnam Balanced R6
Price$23.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.96B
FBONX vs PGEJX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. PGEJX (1.96B). PGEJX (2.27) and FBONX (2.26) have matching dividends . FBONX was incepted earlier than PGEJX: FBONX (4 years) vs PGEJX (11 years). PGEJX (0.61) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. PGEJX (80.00). PGEJX has a lower initial minimum investment than FBONX: PGEJX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 2.88 vs. PGEJX (2.51).
| FBONX | PGEJX | FBONX / PGEJX | |
| Total Expense Ratio | 0.30 | 0.61 | 49% |
| Annual Report Gross Expense Ratio | 0.30 | 0.61 | 49% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -3.622 | -6.636 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.96B | 11,468% |
| Annual Yield % from dividends | 2.26 | 2.27 | 99% |
| Returns for 1 year | 2.88 | 2.51 | 115% |
| Returns for 3 years | 12.09 | 15.59 | 78% |
| Returns for 5 years | N/A | 30.81 | - |
| Returns for 10 years | N/A | 59.08 | - |
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