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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$34.27
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
Allspring Index Asset Allocation Instl
Price$37.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.21B
CLBAX vs WFATX Comparison Chart
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CLBAX vs. WFATX commentary
May 10, 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 CLBAX is a Buy and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. WFATX (1.21B). CLBAX pays higher dividends than WFATX: CLBAX (1.98) vs WFATX (1.31). CLBAX was incepted earlier than WFATX: CLBAX (23 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). CLBAX has a lower initial minimum investment than WFATX: CLBAX (250) vs WFATX (1000000). CLBAX annual gain was more profitable for investors over the last year : 4.21 vs. WFATX (-3.72). CLBAX return over 5 years is better than : 38.38 vs. WFATX (9.39).
| CLBAX | WFATX | CLBAX / WFATX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.58 | 0.79 | 73% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.341 | -2.184 | -16% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,339% |
| Annual Yield % from dividends | 1.98 | 1.31 | 151% |
| Returns for 1 year | 4.21 | -3.72 | -113% |
| Returns for 3 years | 22.80 | 1.74 | 1,312% |
| Returns for 5 years | 38.38 | 9.39 | 409% |
| Returns for 10 years | 62.83 | N/A | - |