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FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$38.52
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
Allspring Index Asset Allocation Instl
Price$41.62
Change-$0.06 (-0.14%)
VolumeN/A
Net Assets1.28B
FBAFX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. WFATX (1.28B). FBAFX pays higher dividends than WFATX: FBAFX (2.01) vs WFATX (1.19). 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 : 9.88 vs. WFATX (-1.07).
| 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 | 13.412 | 8.981 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.28B | 20,499% |
| Annual Yield % from dividends | 2.01 | 1.19 | 169% |
| Returns for 1 year | 9.88 | -1.07 | -926% |
| Returns for 3 years | 45.07 | 16.86 | 267% |
| Returns for 5 years | N/A | 12.43 | - |
| Returns for 10 years | N/A | N/A | - |
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