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FBAFX vs SFAAX
FBAFX vs SFAAX Comparison
Open Charts FBAFX vs SFAAX
American Funds American Balanced 529-F-2
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation A
Price$37.58
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.21B
FBAFX vs SFAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. SFAAX (1.21B). FBAFX pays higher dividends than SFAAX: FBAFX (2.22) vs SFAAX (1.02). FBAFX was incepted earlier than SFAAX: FBAFX (5 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). FBAFX has a lower initial minimum investment than SFAAX: FBAFX (250) vs SFAAX (1000). FBAFX annual gain was more profitable for investors over the last year : 4.99 vs. SFAAX (-3.73).
| FBAFX | SFAAX | FBAFX / SFAAX | |
| Total Expense Ratio | 0.34 | 1.07 | 32% |
| Annual Report Gross Expense Ratio | 0.34 | 1.11 | 31% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 0.519 | -2.411 | -22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 2.22 | 1.02 | 218% |
| Returns for 1 year | 4.99 | -3.73 | -134% |
| Returns for 3 years | 24.09 | 1.27 | 1,893% |
| Returns for 5 years | N/A | 8.06 | - |
| Returns for 10 years | N/A | 31.16 | - |