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FBONX vs SFAAX
FBONX vs SFAAX Comparison
Open Charts FBONX vs SFAAX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation A
Price$39.97
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
FBONX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. SFAAX (1.26B). FBONX pays higher dividends than SFAAX: FBONX (2.10) vs SFAAX (0.95). FBONX was incepted earlier than SFAAX: FBONX (5 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). FBONX has a lower initial minimum investment than SFAAX: FBONX (250) vs SFAAX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. SFAAX (-2.21).
| FBONX | SFAAX | FBONX / SFAAX | |
| Total Expense Ratio | 0.30 | 1.07 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 8.208 | 4.219 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 2.10 | 0.95 | 221% |
| Returns for 1 year | 8.16 | -2.21 | -369% |
| Returns for 3 years | 37.33 | 10.48 | 356% |
| Returns for 5 years | N/A | 10.55 | - |
| Returns for 10 years | N/A | 41.63 | - |
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