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FBONX vs WFATX
FBONX vs WFATX Comparison
Open Charts FBONX vs WFATX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Instl
Price$39.91
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
FBONX vs WFATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. WFATX (1.26B). 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 : 8.16 vs. WFATX (-1.94).
| 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 | 8.208 | 4.353 | 189% |
| 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 | 19,968% |
| Annual Yield % from dividends | 2.10 | 1.22 | 171% |
| Returns for 1 year | 8.16 | -1.94 | -421% |
| Returns for 3 years | 37.33 | 11.29 | 331% |
| Returns for 5 years | N/A | 11.79 | - |
| Returns for 10 years | N/A | N/A | - |
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