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BALFX vs SFAAX
BALFX vs SFAAX Comparison
Open Charts BALFX vs SFAAX
American Funds American Balanced F1
Price$38.77
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Allspring Index Asset Allocation A
Price$41.62
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets1.24B
BALFX vs SFAAX Comparison Chart in %
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BALFX vs. SFAAX commentary
Nov 20, 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 Hold and SFAAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. SFAAX (1.24B). BALFX pays higher dividends than SFAAX: BALFX (1.70) vs SFAAX (0.90). 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 : 8.95 vs. SFAAX (-3.15). BALFX return over 5 years is better than : 38.60 vs. SFAAX (6.58).
| 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 | 14.015 | 8.793 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.24B | 21,261% |
| Annual Yield % from dividends | 1.70 | 0.90 | 188% |
| Returns for 1 year | 8.95 | -3.15 | -284% |
| Returns for 3 years | 40.90 | 15.18 | 269% |
| Returns for 5 years | 38.60 | 6.58 | 587% |
| Returns for 10 years | 70.89 | 46.03 | 154% |
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