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FBONX vs WFAIX
FBONX vs WFAIX Comparison
Open Charts FBONX vs WFAIX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation Admin
Price$42.67
Change+$0.08 (+0.19%)
VolumeN/A
Net Assets1.26B
FBONX vs WFAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. WFAIX (1.26B). FBONX pays higher dividends than WFAIX: FBONX (1.93) vs WFAIX (0.95). 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 : 9.61 vs. WFAIX (-2.82). FBONX return over 5 years is better than : 43.00 vs. WFAIX (7.66).
| 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 | 16.889 | 11.297 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.26B | 21,349% |
| Annual Yield % from dividends | 1.93 | 0.95 | 203% |
| Returns for 1 year | 9.61 | -2.82 | -341% |
| Returns for 3 years | 42.16 | 15.32 | 275% |
| Returns for 5 years | 43.00 | 7.66 | 561% |
| Returns for 10 years | N/A | 50.71 | - |
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