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FBONX vs SFAAX
FBONX vs SFAAX Comparison
Open Charts FBONX vs SFAAX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation A
Price$38.35
Change-$3.74 (-8.89%)
VolumeN/A
Net Assets1.23B
FBONX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. SFAAX (1.24B). FBONX pays higher dividends than SFAAX: FBONX (2.14) vs SFAAX (0.97). 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 (19.00). 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 : 11.66 vs. SFAAX (-0.44). FBONX return over 5 years is better than : 39.41 vs. SFAAX (-3.08).
| 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 | 2.481 | 0.709 | 350% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,862% |
| Annual Yield % from dividends | 2.14 | 0.97 | 221% |
| Returns for 1 year | 11.66 | -0.44 | -2,630% |
| Returns for 3 years | 37.96 | 7.28 | 522% |
| Returns for 5 years | 39.41 | -3.08 | -1,279% |
| Returns for 10 years | N/A | 50.99 | - |
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