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FBONX vs SFAAX
FBONX vs SFAAX Comparison
Open Charts FBONX vs SFAAX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Allspring Index Asset Allocation A
Price$42.15
Change-$0.54 (-1.26%)
VolumeN/A
Net Assets1.27B
FBONX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. SFAAX (1.27B). FBONX pays higher dividends than SFAAX: FBONX (1.97) vs SFAAX (0.90). 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 : 9.08 vs. SFAAX (-2.50). FBONX return over 5 years is better than : 43.48 vs. SFAAX (7.67).
| 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 | 15.092 | 10.178 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.27B | 21,164% |
| Annual Yield % from dividends | 1.97 | 0.90 | 218% |
| Returns for 1 year | 9.08 | -2.50 | -363% |
| Returns for 3 years | 44.58 | 16.90 | 264% |
| Returns for 5 years | 43.48 | 7.67 | 567% |
| Returns for 10 years | N/A | 49.43 | - |
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