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FBONX vs WFATX
FBONX vs WFATX Comparison
Open Charts FBONX vs WFATX
American Funds American Balanced 529-F-3
Price$36.54
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Instl
Price$43.62
Change+$0.10 (+0.23%)
VolumeN/A
CapitalizationN/A
FBONX vs WFATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. WFATX (1.35B). FBONX pays higher dividends than WFATX: FBONX (2.50) vs WFATX (1.18). FBONX was incepted earlier than WFATX: FBONX (4 years) vs WFATX (8 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. WFATX (11.00). 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 : 21.13 vs. WFATX (14.18).
| FBONX | WFATX | FBONX / WFATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 15.231 | 16.003 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.35B | 17,617% |
| Annual Yield % from dividends | 2.50 | 1.18 | 212% |
| Returns for 1 year | 21.13 | 14.18 | 149% |
| Returns for 3 years | 14.56 | -3.39 | -430% |
| Returns for 5 years | N/A | 25.31 | - |
| Returns for 10 years | N/A | N/A | - |