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FBAFX vs SFAAX
FBAFX vs SFAAX Comparison
Open Charts FBAFX vs SFAAX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation A
Price$42.72
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets1.26B
FBAFX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. SFAAX (1.26B). FBAFX pays higher dividends than SFAAX: FBAFX (1.90) vs SFAAX (0.90). 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 (12.00). 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 : 10.04 vs. SFAAX (-2.45). FBAFX return over 5 years is better than : 42.47 vs. SFAAX (7.01).
| 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 | 17.387 | 11.668 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.26B | 21,282% |
| Annual Yield % from dividends | 1.90 | 0.90 | 211% |
| Returns for 1 year | 10.04 | -2.45 | -410% |
| Returns for 3 years | 42.67 | 15.34 | 278% |
| Returns for 5 years | 42.47 | 7.01 | 606% |
| Returns for 10 years | N/A | 49.79 | - |
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