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FBONX vs WFALX
FBONX vs WFALX Comparison
Open Charts FBONX vs WFALX
American Funds American Balanced 529-F-3
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Allspring Index Asset Allocation C
Price$21.13
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets1.25B
FBONX vs WFALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. WFALX (1.25B). FBONX pays higher dividends than WFALX: FBONX (2.10) vs WFALX (0.52). 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 : 5.95 vs. WFALX (-13.41).
| 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 | 8.032 | 3.103 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 1.25B | 20,048% |
| Annual Yield % from dividends | 2.10 | 0.52 | 400% |
| Returns for 1 year | 5.95 | -13.41 | -44% |
| Returns for 3 years | 37.49 | -5.60 | -669% |
| Returns for 5 years | N/A | -8.20 | - |
| Returns for 10 years | N/A | 15.55 | - |
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