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FBAFX vs SFAAX
FBAFX vs SFAAX Comparison
Open Charts FBAFX vs SFAAX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation A
Price$38.35
Change-$3.74 (-8.89%)
VolumeN/A
Net Assets1.23B
FBAFX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. SFAAX (1.24B). FBAFX pays higher dividends than SFAAX: FBAFX (2.11) vs SFAAX (0.97). FBAFX was incepted earlier than SFAAX: FBAFX (5 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (19.00). FBAFX has a lower initial minimum investment than SFAAX: FBAFX (250) vs SFAAX (1000). FBAFX annual gain was more profitable for investors over the last year : 11.64 vs. SFAAX (-0.44). FBAFX return over 5 years is better than : 39.18 vs. SFAAX (-3.08).
| FBAFX | SFAAX | FBAFX / SFAAX | |
| Total Expense Ratio | 0.34 | 1.07 | 32% |
| Annual Report Gross Expense Ratio | 0.34 | 1.11 | 31% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 2.481 | 0.709 | 350% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,862% |
| Annual Yield % from dividends | 2.11 | 0.97 | 218% |
| Returns for 1 year | 11.64 | -0.44 | -2,627% |
| Returns for 3 years | 37.86 | 7.28 | 520% |
| Returns for 5 years | 39.18 | -3.08 | -1,271% |
| Returns for 10 years | N/A | 50.99 | - |
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