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FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation Instl
Price$38.30
Change-$3.73 (-8.87%)
VolumeN/A
Net Assets1.23B
FBAFX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. WFATX (1.24B). FBAFX pays higher dividends than WFATX: FBAFX (2.11) vs WFATX (1.25). 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 (19.00). 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 : 11.64 vs. WFATX (-0.13). FBAFX return over 5 years is better than : 39.18 vs. WFATX (-1.89).
| 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 | 2.481 | 0.710 | 349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,862% |
| Annual Yield % from dividends | 2.11 | 1.25 | 168% |
| Returns for 1 year | 11.64 | -0.13 | -8,719% |
| Returns for 3 years | 37.86 | 8.26 | 459% |
| Returns for 5 years | 39.18 | -1.89 | -2,074% |
| Returns for 10 years | N/A | N/A | - |
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