Interact to see
Advertisement
Advertisement
FBONX vs SFAAX
FBONX vs SFAAX Comparison
Open Charts FBONX vs SFAAX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation A
Price$42.72
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets1.26B
FBONX vs SFAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. SFAAX (1.26B). FBONX pays higher dividends than SFAAX: FBONX (1.93) 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 : 10.08 vs. SFAAX (-2.45). FBONX return over 5 years is better than : 42.77 vs. SFAAX (7.01).
| 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 | 17.419 | 11.668 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.26B | 21,282% |
| Annual Yield % from dividends | 1.93 | 0.90 | 215% |
| Returns for 1 year | 10.08 | -2.45 | -411% |
| Returns for 3 years | 42.81 | 15.34 | 279% |
| Returns for 5 years | 42.77 | 7.01 | 610% |
| Returns for 10 years | N/A | 49.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement