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FBONX vs WFATX
FBONX vs WFATX Comparison
Open Charts FBONX vs WFATX
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation Instl
Price$42.47
Change-$0.38 (-0.89%)
VolumeN/A
Net Assets1.25B
FBONX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. WFATX (1.25B). FBONX pays higher dividends than WFATX: FBONX (1.93) vs WFATX (1.16). FBONX was incepted earlier than WFATX: FBONX (5 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WFATX (19.00). FBONX has a lower initial minimum investment than WFATX: FBONX (250) vs WFATX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.92 vs. WFATX (-2.21). FBONX return over 5 years is better than : 44.69 vs. WFATX (12.16).
| FBONX | WFATX | FBONX / WFATX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 18.538 | 12.231 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.25B | 21,468% |
| Annual Yield % from dividends | 1.93 | 1.16 | 167% |
| Returns for 1 year | 10.92 | -2.21 | -494% |
| Returns for 3 years | 45.83 | 23.25 | 197% |
| Returns for 5 years | 44.69 | 12.16 | 367% |
| Returns for 10 years | N/A | N/A | - |
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