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FBAFX vs SFAAX
FBAFX vs SFAAX Comparison
Open Charts FBAFX vs SFAAX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Allspring Index Asset Allocation A
Price$41.92
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets1.28B
FBAFX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. SFAAX (1.28B). FBAFX pays higher dividends than SFAAX: FBAFX (1.97) vs SFAAX (0.92). 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 : 8.96 vs. SFAAX (-2.13).
| 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 | 14.855 | 9.577 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 1.28B | 20,768% |
| Annual Yield % from dividends | 1.97 | 0.92 | 215% |
| Returns for 1 year | 8.96 | -2.13 | -420% |
| Returns for 3 years | 52.50 | 21.09 | 249% |
| Returns for 5 years | N/A | 8.91 | - |
| Returns for 10 years | N/A | 49.26 | - |
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