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FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation Instl
Price$38.75
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets1.23B
FBAFX vs WFATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. WFATX (1.23B). FBAFX pays higher dividends than WFATX: FBAFX (2.14) vs WFATX (1.28). 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 : 5.57 vs. WFATX (-4.06).
| 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 | 4.578 | 0.995 | 460% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 2.14 | 1.28 | 167% |
| Returns for 1 year | 5.57 | -4.06 | -137% |
| Returns for 3 years | 34.68 | 10.39 | 334% |
| Returns for 5 years | N/A | 10.20 | - |
| Returns for 10 years | N/A | N/A | - |
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