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FBONX vs WFALX
FBONX vs WFALX Comparison
Open Charts FBONX vs WFALX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation C
Price$22.63
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets1.26B
FBONX vs WFALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. WFALX (1.26B). FBONX pays higher dividends than WFALX: FBONX (1.93) vs WFALX (0.52). 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 (12.00). 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 : 9.61 vs. WFALX (-11.64). FBONX return over 5 years is better than : 43.00 vs. WFALX (-8.80).
| 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 | 16.889 | 10.319 | 164% |
| Front Load | N/A | N/A | - |
| 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 | 0.52 | 375% |
| Returns for 1 year | 9.61 | -11.64 | -83% |
| Returns for 3 years | 42.16 | -1.24 | -3,408% |
| Returns for 5 years | 43.00 | -8.80 | -489% |
| Returns for 10 years | N/A | 24.44 | - |