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FBONX vs WFALX
FBONX vs WFALX Comparison
Open Charts FBONX vs WFALX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation C
Price$18.21
Change-$4.11 (-18.41%)
VolumeN/A
Net Assets1.23B
FBONX vs WFALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. WFALX (1.23B). FBONX pays higher dividends than WFALX: FBONX (2.14) vs WFALX (0.56). FBONX was incepted earlier than WFALX: FBONX (5 years) vs WFALX (28 years). WFALX (1.86) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WFALX (19.00). FBONX has a lower initial minimum investment than WFALX: FBONX (250) vs WFALX (1000). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. WFALX (-11.37). FBONX return over 5 years is better than : 39.41 vs. WFALX (-26.00).
| FBONX | WFALX | FBONX / WFALX | |
| Total Expense Ratio | 0.30 | 1.82 | 16% |
| Annual Report Gross Expense Ratio | 0.30 | 1.86 | 16% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 2.481 | 0.608 | 408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.23B | 22,005% |
| Annual Yield % from dividends | 2.14 | 0.56 | 379% |
| Returns for 1 year | 11.66 | -11.37 | -102% |
| Returns for 3 years | 37.96 | -17.41 | -218% |
| Returns for 5 years | 39.41 | -26.00 | -152% |
| Returns for 10 years | N/A | 13.11 | - |
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