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FBONX vs PGEJX
FBONX vs PGEJX Comparison
Open Charts FBONX vs PGEJX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
George Putnam Balanced R6
Price$26.19
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets2.13B
FBONX vs PGEJX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. PGEJX (2.14B). FBONX pays higher dividends than PGEJX: FBONX (2.18) vs PGEJX (1.80). 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 : 5.58 vs. PGEJX (5.15).
| 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 | 4.568 | 2.267 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.14B | 11,429% |
| Annual Yield % from dividends | 2.18 | 1.80 | 121% |
| Returns for 1 year | 5.58 | 5.15 | 108% |
| Returns for 3 years | 34.82 | 40.88 | 85% |
| Returns for 5 years | N/A | 36.15 | - |
| Returns for 10 years | N/A | 75.05 | - |
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