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BALFX vs SFAAX
BALFX vs SFAAX Comparison
Open Charts BALFX vs SFAAX
American Funds American Balanced F1
Price$38.61
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.06B
Allspring Index Asset Allocation A
Price$41.74
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets1.28B
BALFX vs SFAAX Comparison Chart in %
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BALFX vs. SFAAX commentary
Sep 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. SFAAX (1.28B). BALFX pays higher dividends than SFAAX: BALFX (1.77) vs SFAAX (0.92). BALFX was incepted earlier than SFAAX: BALFX (25 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). BALFX has a lower initial minimum investment than SFAAX: BALFX (250) vs SFAAX (1000). BALFX annual gain was more profitable for investors over the last year : 10.27 vs. SFAAX (-1.10). BALFX return over 5 years is better than : 43.04 vs. SFAAX (10.38).
| BALFX | SFAAX | BALFX / SFAAX | |
| Total Expense Ratio | 0.61 | 1.07 | 57% |
| Annual Report Gross Expense Ratio | 0.61 | 1.11 | 55% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 13.090 | 8.417 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.28B | 20,563% |
| Annual Yield % from dividends | 1.77 | 0.92 | 191% |
| Returns for 1 year | 10.27 | -1.10 | -935% |
| Returns for 3 years | 42.16 | 14.56 | 289% |
| Returns for 5 years | 43.04 | 10.38 | 415% |
| Returns for 10 years | 77.57 | 50.83 | 153% |
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