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FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$32.97
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation Instl
Price$36.14
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
FBAFX vs WFATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. WFATX (1.17B). FBAFX pays higher dividends than WFATX: FBAFX (2.22) vs WFATX (1.31). FBAFX was incepted earlier than WFATX: FBAFX (4 years) vs WFATX (8 years). WFATX (0.79) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 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 : 2.84 vs. WFATX (-3.60).
| FBAFX | WFATX | FBAFX / WFATX | |
| Total Expense Ratio | 0.33 | 0.75 | 44% |
| Annual Report Gross Expense Ratio | 0.33 | 0.79 | 42% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | -3.604 | -4.739 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 2.22 | 1.31 | 170% |
| Returns for 1 year | 2.84 | -3.60 | -79% |
| Returns for 3 years | 12.01 | -6.83 | -176% |
| Returns for 5 years | N/A | 7.80 | - |
| Returns for 10 years | N/A | N/A | - |
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