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FBONX vs SFAAX
FBONX vs SFAAX Comparison
Open Charts FBONX vs SFAAX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation A
Price$37.58
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.21B
FBONX vs SFAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. SFAAX (1.21B). FBONX pays higher dividends than SFAAX: FBONX (2.26) vs SFAAX (1.02). 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 : 5.03 vs. SFAAX (-3.73).
| 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 | 0.530 | -2.411 | -22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 2.26 | 1.02 | 222% |
| Returns for 1 year | 5.03 | -3.73 | -135% |
| Returns for 3 years | 24.22 | 1.27 | 1,903% |
| Returns for 5 years | N/A | 8.06 | - |
| Returns for 10 years | N/A | 31.16 | - |
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