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FBAFX vs SFAAX
FBAFX vs SFAAX Comparison
Open Charts FBAFX vs SFAAX
American Funds American Balanced 529-F-2
Price$38.82
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
FBAFX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. SFAAX (1.24B). FBAFX pays higher dividends than SFAAX: FBAFX (1.94) vs SFAAX (0.90). 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 : 9.27 vs. SFAAX (-3.15). FBAFX return over 5 years is better than : 42.37 vs. SFAAX (6.58).
| 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 | 14.295 | 8.793 | 163% |
| 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 | 1.94 | 0.90 | 215% |
| Returns for 1 year | 9.27 | -3.15 | -294% |
| Returns for 3 years | 42.83 | 15.18 | 282% |
| Returns for 5 years | 42.37 | 6.58 | 644% |
| Returns for 10 years | N/A | 46.03 | - |
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