Interact to see
Advertisement
Advertisement
BALFX vs WFAIX
BALFX vs WFAIX Comparison
Open Charts BALFX vs WFAIX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Allspring Index Asset Allocation Admin
Price$41.27
Change+$0.12 (+0.29%)
VolumeN/A
Net Assets1.27B
BALFX vs WFAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. WFAIX commentary
Sep 09, 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 WFAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. WFAIX (1.27B). BALFX pays higher dividends than WFAIX: BALFX (1.77) vs WFAIX (0.98). BALFX was incepted earlier than WFAIX: BALFX (25 years) vs WFAIX (26 years). WFAIX (1.04) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). BALFX has a lower initial minimum investment than WFAIX: BALFX (250) vs WFAIX (1000000). BALFX annual gain was more profitable for investors over the last year : 11.70 vs. WFAIX (-0.79). BALFX return over 5 years is better than : 40.53 vs. WFAIX (8.06).
| BALFX | WFAIX | BALFX / WFAIX | |
| Total Expense Ratio | 0.61 | 0.90 | 68% |
| Annual Report Gross Expense Ratio | 0.61 | 1.04 | 59% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 11.800 | 7.246 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.27B | 20,394% |
| Annual Yield % from dividends | 1.77 | 0.98 | 180% |
| Returns for 1 year | 11.70 | -0.79 | -1,472% |
| Returns for 3 years | 37.06 | 13.88 | 267% |
| Returns for 5 years | 40.53 | 8.06 | 503% |
| Returns for 10 years | 76.28 | 51.02 | 150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement