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BALFX vs WFALX
BALFX vs WFALX Comparison
Open Charts BALFX vs WFALX
American Funds American Balanced F1
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Allspring Index Asset Allocation C
Price$22.28
Change-$0.05 (-0.22%)
VolumeN/A
Net Assets1.29B
BALFX vs WFALX Comparison Chart in %
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BALFX vs. WFALX commentary
Oct 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Hold and WFALX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. WFALX (1.29B). BALFX pays higher dividends than WFALX: BALFX (1.72) vs WFALX (0.52). BALFX was incepted earlier than WFALX: BALFX (25 years) vs WFALX (28 years). WFALX (1.86) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. WFALX (12.00). BALFX has a lower initial minimum investment than WFALX: BALFX (250) vs WFALX (1000). BALFX annual gain was more profitable for investors over the last year : 9.95 vs. WFALX (-8.98). BALFX return over 5 years is better than : 42.29 vs. WFALX (-6.02).
| BALFX | WFALX | BALFX / WFALX | |
| Total Expense Ratio | 0.61 | 1.82 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.86 | 33% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 14.398 | 9.388 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.29B | 20,668% |
| Annual Yield % from dividends | 1.72 | 0.52 | 329% |
| Returns for 1 year | 9.95 | -8.98 | -111% |
| Returns for 3 years | 51.00 | 5.84 | 873% |
| Returns for 5 years | 42.29 | -6.02 | -702% |
| Returns for 10 years | 76.38 | 25.79 | 296% |
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