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FBONX vs WFATX
FBONX vs WFATX Comparison
Open Charts FBONX vs WFATX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Allspring Index Asset Allocation Instl
Price$40.37
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets1.27B
FBONX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. WFATX (1.27B). FBONX pays higher dividends than WFATX: FBONX (2.10) vs WFATX (1.22). FBONX was incepted earlier than WFATX: FBONX (5 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). FBONX has a lower initial minimum investment than WFATX: FBONX (250) vs WFATX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. WFATX (0.28).
| FBONX | WFATX | FBONX / WFATX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 9.205 | 5.216 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.27B | 20,063% |
| Annual Yield % from dividends | 2.10 | 1.22 | 171% |
| Returns for 1 year | 10.59 | 0.28 | 3,755% |
| Returns for 3 years | 36.98 | 10.63 | 348% |
| Returns for 5 years | N/A | 10.40 | - |
| Returns for 10 years | N/A | N/A | - |
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