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FBONX vs WFAIX
FBONX vs WFAIX Comparison
Open Charts FBONX vs WFAIX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
Allspring Index Asset Allocation Admin
Price$39.61
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets1.25B
FBONX vs WFAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 249B vs. WFAIX (1.25B). FBONX pays higher dividends than WFAIX: FBONX (2.18) vs WFAIX (1.08). FBONX was incepted earlier than WFAIX: FBONX (5 years) vs WFAIX (26 years). WFAIX (1.04) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). FBONX has a lower initial minimum investment than WFAIX: FBONX (250) vs WFAIX (1000000). FBONX annual gain was more profitable for investors over the last year : 7.91 vs. WFAIX (-2.78).
| FBONX | WFAIX | FBONX / WFAIX | |
| Total Expense Ratio | 0.30 | 0.90 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.04 | 29% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 7.151 | 2.972 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 1.25B | 19,888% |
| Annual Yield % from dividends | 2.18 | 1.08 | 203% |
| Returns for 1 year | 7.91 | -2.78 | -285% |
| Returns for 3 years | 36.32 | 10.53 | 345% |
| Returns for 5 years | N/A | 12.60 | - |
| Returns for 10 years | N/A | 41.83 | - |
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