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FBONX vs PGEOX
FBONX vs PGEOX Comparison
Open Charts FBONX vs PGEOX
American Funds American Balanced 529-F-3
Price$36.83
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.03B
George Putnam Balanced A
Price$26.82
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets2.19B
FBONX vs PGEOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PGEOX (2.19B). FBONX pays higher dividends than PGEOX: FBONX (2.10) vs PGEOX (1.52). 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 : 7.09 vs. PGEOX (5.85).
| 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 | 8.090 | 5.222 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.19B | 11,486% |
| Annual Yield % from dividends | 2.10 | 1.52 | 138% |
| Returns for 1 year | 7.09 | 5.85 | 121% |
| Returns for 3 years | 38.29 | 40.64 | 94% |
| Returns for 5 years | N/A | 32.75 | - |
| Returns for 10 years | N/A | 76.10 | - |
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