Interact to see
Advertisement
Advertisement
FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Allspring Index Asset Allocation Instl
Price$41.58
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets1.27B
FBAFX vs WFATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 262B vs. WFATX (1.27B). FBAFX pays higher dividends than WFATX: FBAFX (2.01) vs WFATX (1.19). 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 : 8.09 vs. WFATX (-2.02).
| 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 | 13.059 | 9.082 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 1.27B | 20,581% |
| Annual Yield % from dividends | 2.01 | 1.19 | 169% |
| Returns for 1 year | 8.09 | -2.02 | -401% |
| Returns for 3 years | 52.86 | 22.90 | 231% |
| Returns for 5 years | N/A | 13.16 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement