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$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation Instl
Price$42.47
Change-$0.38 (-0.89%)
VolumeN/A
Net Assets1.25B
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: 269B vs. WFATX (1.25B). FBAFX pays higher dividends than WFATX: FBAFX (1.90) vs WFATX (1.16). 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 : 10.88 vs. WFATX (-2.21). FBAFX return over 5 years is better than : 44.39 vs. WFATX (12.16).
| 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 | 18.506 | 12.231 | 151% |
| 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 | 21,468% |
| Annual Yield % from dividends | 1.90 | 1.16 | 164% |
| Returns for 1 year | 10.88 | -2.21 | -492% |
| Returns for 3 years | 45.63 | 23.25 | 196% |
| Returns for 5 years | 44.39 | 12.16 | 365% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers