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FBONX vs PGELX
FBONX vs PGELX Comparison
Open Charts FBONX vs PGELX
American Funds American Balanced 529-F-3
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
George Putnam Balanced R5
Price$25.83
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2.09B
FBONX vs PGELX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. PGELX (2.09B). FBONX (2.26) and PGELX (2.16) have matching dividends . FBONX was incepted earlier than PGELX: FBONX (5 years) vs PGELX (11 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). FBONX annual gain was more profitable for investors over the last year : 5.08 vs. PGELX (4.81).
| 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 | 11 years | - |
| Gain YTD | 2.109 | -0.368 | -573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 2.09B | 11,398% |
| Annual Yield % from dividends | 2.26 | 2.16 | 105% |
| Returns for 1 year | 5.08 | 4.81 | 106% |
| Returns for 3 years | 24.99 | 30.56 | 82% |
| Returns for 5 years | N/A | 34.96 | - |
| Returns for 10 years | N/A | 68.88 | - |
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