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FBONX vs WFALX
FBONX vs WFALX Comparison
Open Charts FBONX vs WFALX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation C
Price$20.57
Change-$0.15 (-0.72%)
VolumeN/A
Net Assets1.23B
FBONX vs WFALX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. WFALX (1.23B). FBONX pays higher dividends than WFALX: FBONX (2.18) vs WFALX (0.48). FBONX was incepted earlier than WFALX: FBONX (5 years) vs WFALX (27 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 : 5.58 vs. WFALX (-12.87).
| 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 | 27 years | - |
| Gain YTD | 4.568 | 0.515 | 887% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 2.18 | 0.48 | 457% |
| Returns for 1 year | 5.58 | -12.87 | -43% |
| Returns for 3 years | 34.82 | -5.15 | -676% |
| Returns for 5 years | N/A | -6.84 | - |
| Returns for 10 years | N/A | 13.57 | - |
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