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FBONX vs PSQGX
FBONX vs PSQGX Comparison
Open Charts FBONX vs PSQGX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
Port Street Quality Growth Institutional
Price$17.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets185.36M
FBONX vs PSQGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. PSQGX (185M). FBONX pays higher dividends than PSQGX: FBONX (2.18) vs PSQGX (1.74). FBONX was incepted earlier than PSQGX: FBONX (5 years) vs PSQGX (11 years). PSQGX (1.13) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PSQGX (14.00). FBONX has a lower initial minimum investment than PSQGX: FBONX (250) vs PSQGX (2000). FBONX annual gain was more profitable for investors over the last year : 7.26 vs. PSQGX (3.33).
| FBONX | PSQGX | FBONX / PSQGX | |
| Total Expense Ratio | 0.30 | 0.97 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 4.712 | 0.984 | 479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 185M | 131,351% |
| Annual Yield % from dividends | 2.18 | 1.74 | 125% |
| Returns for 1 year | 7.26 | 3.33 | 218% |
| Returns for 3 years | 25.41 | 14.39 | 177% |
| Returns for 5 years | N/A | 26.37 | - |
| Returns for 10 years | N/A | 73.94 | - |
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