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FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Allspring Index Asset Allocation Instl
Price$41.86
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets1.28B
FBAFX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. WFATX (1.28B). FBAFX pays higher dividends than WFATX: FBAFX (1.97) vs WFATX (1.18). FBAFX was incepted earlier than WFATX: FBAFX (5 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). FBAFX has a lower initial minimum investment than WFATX: FBAFX (250) vs WFATX (1000000). FBAFX annual gain was more profitable for investors over the last year : 8.96 vs. WFATX (-1.83).
| FBAFX | WFATX | FBAFX / WFATX | |
| Total Expense Ratio | 0.34 | 0.75 | 45% |
| Annual Report Gross Expense Ratio | 0.34 | 0.79 | 43% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 14.855 | 9.817 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.28B | 20,846% |
| Annual Yield % from dividends | 1.97 | 1.18 | 167% |
| Returns for 1 year | 8.96 | -1.83 | -489% |
| Returns for 3 years | 52.50 | 22.09 | 238% |
| Returns for 5 years | N/A | 10.19 | - |
| Returns for 10 years | N/A | N/A | - |
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