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FBONX vs PGEJX
FBONX vs PGEJX Comparison
Open Charts FBONX vs PGEJX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
George Putnam Balanced R6
Price$27.26
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets2.21B
FBONX vs PGEJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PGEJX (2.21B). FBONX pays higher dividends than PGEJX: FBONX (2.10) vs PGEJX (1.73). FBONX was incepted earlier than PGEJX: FBONX (5 years) vs PGEJX (12 years). PGEJX (0.61) is less costly to investors than FBONX (0.30). PGEJX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). 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 : 10.59 vs. PGEJX (10.03).
| FBONX | PGEJX | FBONX / PGEJX | |
| Total Expense Ratio | 0.30 | 0.61 | 49% |
| Annual Report Gross Expense Ratio | 0.30 | 0.61 | 49% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.205 | 6.507 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.21B | 11,504% |
| Annual Yield % from dividends | 2.10 | 1.73 | 121% |
| Returns for 1 year | 10.59 | 10.03 | 106% |
| Returns for 3 years | 36.98 | 40.45 | 91% |
| Returns for 5 years | N/A | 35.42 | - |
| Returns for 10 years | N/A | 82.83 | - |
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