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BALFX vs SFAAX
BALFX vs SFAAX Comparison
Open Charts BALFX vs SFAAX
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Allspring Index Asset Allocation A
Price$41.92
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets1.28B
BALFX vs SFAAX Comparison Chart in %
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BALFX vs. SFAAX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. SFAAX (1.28B). BALFX pays higher dividends than SFAAX: BALFX (1.72) vs SFAAX (0.92). BALFX was incepted earlier than SFAAX: BALFX (25 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). BALFX has a lower initial minimum investment than SFAAX: BALFX (250) vs SFAAX (1000). BALFX annual gain was more profitable for investors over the last year : 8.67 vs. SFAAX (-2.13). BALFX return over 5 years is better than : 41.92 vs. SFAAX (8.91).
| BALFX | SFAAX | BALFX / SFAAX | |
| Total Expense Ratio | 0.61 | 1.07 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 1.11 | 55% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 14.603 | 9.577 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.28B | 20,846% |
| Annual Yield % from dividends | 1.72 | 0.92 | 188% |
| Returns for 1 year | 8.67 | -2.13 | -406% |
| Returns for 3 years | 50.44 | 21.09 | 239% |
| Returns for 5 years | 41.92 | 8.91 | 470% |
| Returns for 10 years | 75.26 | 49.26 | 153% |
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