Interact to see
Advertisement
Advertisement
FBONX vs WFAIX
FBONX vs WFAIX Comparison
Open Charts FBONX vs WFAIX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation Admin
Price$38.83
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets1.23B
FBONX vs WFAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. WFAIX (1.23B). FBONX pays higher dividends than WFAIX: FBONX (2.18) vs WFAIX (1.08). FBONX was incepted earlier than WFAIX: FBONX (5 years) vs WFAIX (26 years). WFAIX (1.04) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). FBONX has a lower initial minimum investment than WFAIX: FBONX (250) vs WFAIX (1000000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. WFAIX (-4.19).
| FBONX | WFAIX | FBONX / WFAIX | |
| Total Expense Ratio | 0.30 | 0.90 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.04 | 29% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 4.568 | 0.934 | 489% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 2.18 | 1.08 | 203% |
| Returns for 1 year | 5.58 | -4.19 | -133% |
| Returns for 3 years | 34.82 | 10.11 | 345% |
| Returns for 5 years | N/A | 9.69 | - |
| Returns for 10 years | N/A | 37.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement