Interact to see
Advertisement
Advertisement
FBONX vs PGELX
FBONX vs PGELX Comparison
Open Charts FBONX vs PGELX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
George Putnam Balanced R5
Price$27.56
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets2.21B
FBONX vs PGELX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. PGELX (2.21B). FBONX pays higher dividends than PGELX: FBONX (2.10) vs PGELX (1.64). 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). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. PGELX (9.97).
| 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 | 9.205 | 6.455 | 143% |
| 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 | 1.64 | 128% |
| Returns for 1 year | 10.59 | 9.97 | 106% |
| Returns for 3 years | 36.98 | 40.22 | 92% |
| Returns for 5 years | N/A | 35.07 | - |
| Returns for 10 years | N/A | 82.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PMDAX | 18.90 | N/A | N/A |
| Principal Small-MidCap Dividend Inc A | |||
| PIREX | 29.12 | N/A | N/A |
| Principal Real Estate Securities Inst | |||
| MSELX | 23.37 | N/A | N/A |
| Morgan Stanley Inst Emerging Mkts L | |||
| PFSQX | 26.16 | N/A | N/A |
| PGIM Jennison Financial Services R6 | |||
| LZISX | 10.31 | -0.02 | -0.19% |
| Lazard International Small Cap Eq Instl | |||