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FBONX vs WFAIX
FBONX vs WFAIX Comparison
Open Charts FBONX vs WFAIX
American Funds American Balanced 529-F-3
Price$36.87
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
Allspring Index Asset Allocation Admin
Price$40.03
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets1.26B
FBONX vs WFAIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. WFAIX (1.26B). FBONX pays higher dividends than WFAIX: FBONX (2.10) vs WFAIX (1.01). 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 : 7.79 vs. WFAIX (-2.57).
| 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 | 8.208 | 4.327 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 20,016% |
| Annual Yield % from dividends | 2.10 | 1.01 | 208% |
| Returns for 1 year | 7.79 | -2.57 | -304% |
| Returns for 3 years | 36.15 | 9.80 | 369% |
| Returns for 5 years | N/A | 8.96 | - |
| Returns for 10 years | N/A | 41.23 | - |