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FBAFX vs WFALX
FBAFX vs WFALX Comparison
Open Charts FBAFX vs WFALX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Allspring Index Asset Allocation C
Price$22.23
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets1.28B
FBAFX vs WFALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. WFALX (1.28B). FBAFX pays higher dividends than WFALX: FBAFX (1.97) vs WFALX (0.52). FBAFX was incepted earlier than WFALX: FBAFX (5 years) vs WFALX (28 years). WFALX (1.86) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WFALX (12.00). FBAFX has a lower initial minimum investment than WFALX: FBAFX (250) vs WFALX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.96 vs. WFALX (-10.84).
| FBAFX | WFALX | FBAFX / WFALX | |
| Total Expense Ratio | 0.34 | 1.82 | 19% |
| Annual Report Gross Expense Ratio | 0.34 | 1.86 | 18% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 14.855 | 8.898 | 167% |
| Front Load | N/A | N/A | - |
| 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 | 0.52 | 376% |
| Returns for 1 year | 8.96 | -10.84 | -83% |
| Returns for 3 years | 52.50 | 4.19 | 1,252% |
| Returns for 5 years | N/A | -7.10 | - |
| Returns for 10 years | N/A | 24.61 | - |
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