Ad is loading...
FAIFX vs WSBFX
FAIFX vs WSBFX Comparison
Open Charts FAIFX vs WSBFX
American Funds Income Fund of Amer 529F2
Price$24.70
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets124.57B
Boston Trust Walden Balanced
Price$20.97
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets144.44M
FAIFX vs WSBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FAIFX has more cash in the bank: 125B vs. WSBFX (144M). FAIFX pays higher dividends than WSBFX: FAIFX (4.07) vs WSBFX (1.36). FAIFX was incepted earlier than WSBFX: FAIFX (4 years) vs WSBFX (26 years). WSBFX (0.96) is less costly to investors than FAIFX (0.36). FAIFX is a more actively managed with annual turnover of: 92.00 vs. WSBFX (3.30). FAIFX has a lower initial minimum investment than WSBFX: FAIFX (250) vs WSBFX (100000). FAIFX annual gain was more profitable for investors over the last year : 10.22 vs. WSBFX (-2.34).
| FAIFX | WSBFX | FAIFX / WSBFX | |
| Total Expense Ratio | 0.36 | 0.96 | 38% |
| Annual Report Gross Expense Ratio | 0.36 | 0.96 | 38% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | 1.876 | -5.880 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 144M | 86,806% |
| Annual Yield % from dividends | 4.07 | 1.36 | 300% |
| Returns for 1 year | 10.22 | -2.34 | -437% |
| Returns for 3 years | 9.67 | -5.24 | -185% |
| Returns for 5 years | N/A | 16.01 | - |
| Returns for 10 years | N/A | 43.53 | - |