Interact to see
Advertisement
Advertisement
FBONX vs PGEOX
FBONX vs PGEOX Comparison
Open Charts FBONX vs PGEOX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
George Putnam Balanced A
Price$25.83
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets2.12B
FBONX vs PGEOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. PGEOX (2.12B). FBONX pays higher dividends than PGEOX: FBONX (2.18) vs PGEOX (1.58). FBONX was incepted earlier than PGEOX: FBONX (5 years) vs PGEOX (88 years). PGEOX (0.93) is less costly to investors than FBONX (0.30). PGEOX is a more actively managed with annual turnover of: 80.00 vs. FBONX (44.00). PGEOX has a lower initial minimum investment than FBONX: PGEOX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 7.26 vs. PGEOX (5.71).
| FBONX | PGEOX | FBONX / PGEOX | |
| Total Expense Ratio | 0.30 | 0.93 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.93 | 32% |
| Fund Existence | 5 years | 88 years | - |
| Gain YTD | 4.712 | 1.730 | 272% |
| Front Load | N/A | 6% | - |
| 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 | 1.58 | 138% |
| Returns for 1 year | 7.26 | 5.71 | 127% |
| Returns for 3 years | 25.41 | 29.26 | 87% |
| Returns for 5 years | N/A | 30.12 | - |
| Returns for 10 years | N/A | 71.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement