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FBONX vs WFATX
FBONX vs WFATX Comparison
Open Charts FBONX vs WFATX
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation Instl
Price$38.40
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets1.24B
FBONX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. WFATX (1.24B). FBONX pays higher dividends than WFATX: FBONX (2.19) vs WFATX (1.26). 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 : 14.57 vs. WFATX (1.99). FBONX return over 5 years is better than : 40.47 vs. WFATX (0.05).
| 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 | 2.348 | 0.973 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,704% |
| Annual Yield % from dividends | 2.19 | 1.26 | 173% |
| Returns for 1 year | 14.57 | 1.99 | 732% |
| Returns for 3 years | 38.94 | 10.70 | 364% |
| Returns for 5 years | 40.47 | 0.05 | 74,922% |
| Returns for 10 years | N/A | N/A | - |
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