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FBAFX vs VWELX
FBAFX vs VWELX Comparison
Open Charts FBAFX vs VWELX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.10
Change-$0.26 (-0.56%)
VolumeN/A
CapitalizationN/A
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FBAFX vs VWELX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. VWELX (113B). FBAFX pays higher dividends than VWELX: FBAFX (2.47) vs VWELX (2.11). FBAFX was incepted earlier than VWELX: FBAFX (4 years) vs VWELX (95 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). FBAFX has a lower initial minimum investment than VWELX: FBAFX (250) vs VWELX (3000). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. VWELX (17.64).
| FBAFX | VWELX | FBAFX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 95 years | - |
| Gain YTD | 14.250 | 12.714 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 113B | 209% |
| Annual Yield % from dividends | 2.47 | 2.11 | 117% |
| Returns for 1 year | 24.73 | 17.64 | 140% |
| Returns for 3 years | 17.24 | -3.36 | -513% |
| Returns for 5 years | N/A | 13.50 | - |
| Returns for 10 years | N/A | 28.25 | - |