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FBONX vs WFAIX
FBONX vs WFAIX Comparison
Open Charts FBONX vs WFAIX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation Admin
Price$37.61
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets1.21B
FBONX vs WFAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. WFAIX (1.21B). FBONX pays higher dividends than WFAIX: FBONX (2.26) vs WFAIX (1.10). 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 : 5.03 vs. WFAIX (-3.56).
| 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 | 0.530 | -2.367 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 2.26 | 1.10 | 205% |
| Returns for 1 year | 5.03 | -3.56 | -141% |
| Returns for 3 years | 24.22 | 1.59 | 1,521% |
| Returns for 5 years | N/A | 8.71 | - |
| Returns for 10 years | N/A | 32.62 | - |
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