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FBAFX vs WFAIX
FBAFX vs WFAIX Comparison
Open Charts FBAFX vs WFAIX
American Funds American Balanced 529-F-2
Price$36.88
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.16B
Allspring Index Asset Allocation Admin
Price$40.03
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets1.26B
FBAFX vs WFAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. WFAIX (1.26B). FBAFX pays higher dividends than WFAIX: FBAFX (2.06) vs WFAIX (1.01). 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 : 7.78 vs. WFAIX (-2.57).
| 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 | 8.217 | 4.327 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 20,016% |
| Annual Yield % from dividends | 2.06 | 1.01 | 205% |
| Returns for 1 year | 7.78 | -2.57 | -303% |
| Returns for 3 years | 36.05 | 9.80 | 368% |
| Returns for 5 years | N/A | 8.96 | - |
| Returns for 10 years | N/A | 41.23 | - |