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FBONX vs PGELX
FBONX vs PGELX Comparison
Open Charts FBONX vs PGELX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
George Putnam Balanced R5
Price$26.47
Change-$0.19 (-0.71%)
VolumeN/A
Net Assets2.15B
FBONX vs PGELX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 247B vs. PGELX (2.15B). FBONX pays higher dividends than PGELX: FBONX (2.18) vs PGELX (1.71). FBONX was incepted earlier than PGELX: FBONX (5 years) vs PGELX (12 years). PGELX (0.71) is less costly to investors than FBONX (0.30). PGELX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGELX has a lower initial minimum investment than FBONX: PGELX (0) vs FBONX (250). PGELX (5.85) and FBONX (5.58) have marching annual gain over last year.
| FBONX | PGELX | FBONX / PGELX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.71 | 42% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 4.568 | 2.953 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 2.15B | 11,478% |
| Annual Yield % from dividends | 2.18 | 1.71 | 127% |
| Returns for 1 year | 5.58 | 5.85 | 95% |
| Returns for 3 years | 34.82 | 41.68 | 84% |
| Returns for 5 years | N/A | 36.75 | - |
| Returns for 10 years | N/A | 75.96 | - |
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