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FBONX vs WFALX
FBONX vs WFALX Comparison
Open Charts FBONX vs WFALX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Allspring Index Asset Allocation C
Price$20.95
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets1.24B
FBONX vs WFALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. WFALX (1.25B). FBONX pays higher dividends than WFALX: FBONX (2.18) vs WFALX (0.48). FBONX was incepted earlier than WFALX: FBONX (5 years) vs WFALX (27 years). WFALX (1.86) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WFALX (12.00). FBONX has a lower initial minimum investment than WFALX: FBONX (250) vs WFALX (1000). FBONX annual gain was more profitable for investors over the last year : 7.71 vs. WFALX (-12.03).
| FBONX | WFALX | FBONX / WFALX | |
| Total Expense Ratio | 0.30 | 1.82 | 16% |
| Annual Report Gross Expense Ratio | 0.30 | 1.86 | 16% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 6.887 | 1.880 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 1.25B | 19,920% |
| Annual Yield % from dividends | 2.18 | 0.48 | 457% |
| Returns for 1 year | 7.71 | -12.03 | -64% |
| Returns for 3 years | 34.91 | -6.81 | -513% |
| Returns for 5 years | N/A | -5.07 | - |
| Returns for 10 years | N/A | 16.51 | - |
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