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FBAFX vs WFAIX
FBAFX vs WFAIX Comparison
Open Charts FBAFX vs WFAIX
American Funds American Balanced 529-F-2
Price$37.65
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation Admin
Price$38.53
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets1.25B
FBAFX vs WFAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. WFAIX (1.25B). FBAFX pays higher dividends than WFAIX: FBAFX (1.90) vs WFAIX (0.95). FBAFX was incepted earlier than WFAIX: FBAFX (5 years) vs WFAIX (26 years). WFAIX (1.04) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (19.00). FBAFX has a lower initial minimum investment than WFAIX: FBAFX (250) vs WFAIX (1000000). FBAFX annual gain was more profitable for investors over the last year : 9.38 vs. WFAIX (-1.08). FBAFX return over 5 years is better than : 38.07 vs. WFAIX (-0.15).
| FBAFX | WFAIX | FBAFX / WFAIX | |
| Total Expense Ratio | 0.34 | 0.90 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 1.04 | 33% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 10.851 | 0.688 | 1,578% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.25B | 21,503% |
| Annual Yield % from dividends | 1.90 | 0.95 | 199% |
| Returns for 1 year | 9.38 | -1.08 | -867% |
| Returns for 3 years | 38.63 | 13.35 | 289% |
| Returns for 5 years | 38.07 | -0.15 | -24,770% |
| Returns for 10 years | N/A | 45.08 | - |
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