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FBONX vs PGEMX
FBONX vs PGEMX Comparison
Open Charts FBONX vs PGEMX
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
George Putnam Balanced M
Price$25.42
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets2.12B
FBONX vs PGEMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. PGEMX (2.12B). FBONX pays higher dividends than PGEMX: FBONX (2.18) vs PGEMX (1.24). FBONX was incepted earlier than PGEMX: FBONX (5 years) vs PGEMX (31 years). PGEMX (1.43) is less costly to investors than FBONX (0.30). PGEMX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGEMX has a lower initial minimum investment than FBONX: PGEMX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 7.44 vs. PGEMX (4.72).
| FBONX | PGEMX | FBONX / PGEMX | |
| Total Expense Ratio | 0.30 | 1.43 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.43 | 21% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 4.828 | 1.157 | 417% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.12B | 11,451% |
| Annual Yield % from dividends | 2.18 | 1.24 | 175% |
| Returns for 1 year | 7.44 | 4.72 | 157% |
| Returns for 3 years | 24.57 | 25.93 | 95% |
| Returns for 5 years | N/A | 26.01 | - |
| Returns for 10 years | N/A | 62.23 | - |
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