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FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Allspring Index Asset Allocation Instl
Price$41.57
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets1.24B
FBAFX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. WFATX (1.24B). FBAFX pays higher dividends than WFATX: FBAFX (1.94) vs WFATX (1.16). FBAFX was incepted earlier than WFATX: FBAFX (5 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). FBAFX has a lower initial minimum investment than WFATX: FBAFX (250) vs WFATX (1000000). FBAFX annual gain was more profitable for investors over the last year : 9.27 vs. WFATX (-2.87). FBAFX return over 5 years is better than : 42.37 vs. WFATX (7.83).
| FBAFX | WFATX | FBAFX / WFATX | |
| Total Expense Ratio | 0.34 | 0.75 | 45% |
| Annual Report Gross Expense Ratio | 0.34 | 0.79 | 43% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 14.295 | 9.056 | 158% |
| 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 | 1.16 | 167% |
| Returns for 1 year | 9.27 | -2.87 | -322% |
| Returns for 3 years | 42.83 | 16.12 | 266% |
| Returns for 5 years | 42.37 | 7.83 | 541% |
| Returns for 10 years | N/A | N/A | - |
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