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FBONX vs PGELX
FBONX vs PGELX Comparison
Open Charts FBONX vs PGELX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
George Putnam Balanced R5
Price$24.77
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets1.96B
FBONX vs PGELX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. PGELX (1.96B). FBONX (2.26) and PGELX (2.15) have matching dividends . FBONX was incepted earlier than PGELX: FBONX (4 years) vs PGELX (11 years). PGELX (0.71) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. PGELX (80.00). 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 : 4.45 vs. PGELX (2.89).
| FBONX | PGELX | FBONX / PGELX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.71 | 42% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -1.458 | -5.774 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 1.96B | 11,570% |
| Annual Yield % from dividends | 2.26 | 2.15 | 105% |
| Returns for 1 year | 4.45 | 2.89 | 154% |
| Returns for 3 years | 16.68 | 18.39 | 91% |
| Returns for 5 years | N/A | 32.52 | - |
| Returns for 10 years | N/A | 59.90 | - |
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