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FBONX vs SFAAX
FBONX vs SFAAX Comparison
Open Charts FBONX vs SFAAX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation A
Price$36.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
FBONX vs SFAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. SFAAX (1.17B). FBONX pays higher dividends than SFAAX: FBONX (2.26) vs SFAAX (1.01). FBONX was incepted earlier than SFAAX: FBONX (4 years) vs SFAAX (38 years). SFAAX (1.11) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. SFAAX (12.00). FBONX has a lower initial minimum investment than SFAAX: FBONX (250) vs SFAAX (1000). FBONX annual gain was more profitable for investors over the last year : 2.88 vs. SFAAX (-4.77).
| FBONX | SFAAX | FBONX / SFAAX | |
| Total Expense Ratio | 0.30 | 1.07 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 4 years | 38 years | - |
| Gain YTD | -3.622 | -5.844 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 2.26 | 1.01 | 223% |
| Returns for 1 year | 2.88 | -4.77 | -60% |
| Returns for 3 years | 12.09 | -8.31 | -145% |
| Returns for 5 years | N/A | 5.47 | - |
| Returns for 10 years | N/A | 26.00 | - |