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FBAFX vs WFATX
FBAFX vs WFATX Comparison
Open Charts FBAFX vs WFATX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Instl
Price$39.91
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
FBAFX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. WFATX (1.26B). FBAFX pays higher dividends than WFATX: FBAFX (2.06) vs WFATX (1.22). 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 : 8.12 vs. WFATX (-1.94).
| 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 | 8.217 | 4.353 | 189% |
| 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 | 19,968% |
| Annual Yield % from dividends | 2.06 | 1.22 | 168% |
| Returns for 1 year | 8.12 | -1.94 | -419% |
| Returns for 3 years | 37.19 | 11.29 | 329% |
| Returns for 5 years | N/A | 11.79 | - |
| Returns for 10 years | N/A | N/A | - |
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