Ad is loading...
FBONX vs PGELX
FBONX vs PGELX Comparison
Open Charts FBONX vs PGELX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
George Putnam Balanced R5
Price$26.73
Change-$0.07 (-0.26%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBONX vs PGELX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. PGELX (2.04B). FBONX pays higher dividends than PGELX: FBONX (2.50) vs PGELX (1.29). FBONX was incepted earlier than PGELX: FBONX (4 years) vs PGELX (11 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. PGELX (47.00). PGELX has a lower initial minimum investment than FBONX: PGELX (0) vs FBONX (250). PGELX annual gain was more profitable for investors over the last year : 27.07 vs. FBONX (24.74).
| FBONX | PGELX | FBONX / PGELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 14.251 | 16.083 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.04B | 11,591% |
| Annual Yield % from dividends | 2.50 | 1.29 | 193% |
| Returns for 1 year | 24.74 | 27.07 | 91% |
| Returns for 3 years | 17.33 | 11.93 | 145% |
| Returns for 5 years | N/A | 37.19 | - |
| Returns for 10 years | N/A | 84.05 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...