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FBONX vs SFAAX
FBONX vs SFAAX Comparison
Open Charts FBONX vs SFAAX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
Allspring Index Asset Allocation A
Price$41.10
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.27B
FBONX vs SFAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 258B vs. SFAAX (1.27B). FBONX pays higher dividends than SFAAX: FBONX (2.05) vs SFAAX (0.92). FBONX was incepted earlier than SFAAX: FBONX (5 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 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 : 9.66 vs. SFAAX (-0.93).
| FBONX | SFAAX | FBONX / SFAAX | |
| Total Expense Ratio | 0.30 | 1.07 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 10.966 | 7.191 | 152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.27B | 20,347% |
| Annual Yield % from dividends | 2.05 | 0.92 | 222% |
| Returns for 1 year | 9.66 | -0.93 | -1,035% |
| Returns for 3 years | 41.42 | 13.45 | 308% |
| Returns for 5 years | N/A | 7.44 | - |
| Returns for 10 years | N/A | 49.43 | - |
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