Interact to see
Advertisement
Advertisement
FBAFX vs WFAIX
FBAFX vs WFAIX Comparison
Open Charts FBAFX vs WFAIX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Allspring Index Asset Allocation Admin
Price$41.68
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets1.24B
FBAFX vs WFAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. WFAIX (1.24B). FBAFX pays higher dividends than WFAIX: FBAFX (1.94) vs WFAIX (0.96). FBAFX was incepted earlier than WFAIX: FBAFX (5 years) vs WFAIX (26 years). WFAIX (1.04) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). FBAFX has a lower initial minimum investment than WFAIX: FBAFX (250) vs WFAIX (1000000). FBAFX annual gain was more profitable for investors over the last year : 9.27 vs. WFAIX (-2.99). FBAFX return over 5 years is better than : 42.37 vs. WFAIX (7.27).
| FBAFX | WFAIX | FBAFX / WFAIX | |
| Total Expense Ratio | 0.34 | 0.90 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 1.04 | 33% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 14.295 | 8.919 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.24B | 21,261% |
| Annual Yield % from dividends | 1.94 | 0.96 | 202% |
| Returns for 1 year | 9.27 | -2.99 | -310% |
| Returns for 3 years | 42.83 | 12.16 | 352% |
| Returns for 5 years | 42.37 | 7.27 | 583% |
| Returns for 10 years | N/A | 47.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement