CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
WFATX
Price
$39.91
Change
+$0.17 (+0.43%)
Updated
Jul 3 closing price
Net Assets
1.26B
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CLBAX vs WFATX

Header iconCLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Instl
Price$39.91
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. WFATX (1.26B). CLBAX pays higher dividends than WFATX: CLBAX (1.84) vs WFATX (1.22). 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 : 7.84 vs. WFATX (-1.94). CLBAX return over 5 years is better than : 43.26 vs. WFATX (11.79).
CLBAXWFATXCLBAX / WFATX
Total Expense Ratio0.580.7577%
Annual Report Gross Expense Ratio0.580.7973%
Fund Existence23 years9 years-
Gain YTD8.0734.353185%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B1.26B19,968%
Annual Yield % from dividends1.841.22150%
Returns for 1 year7.84-1.94-404%
Returns for 3 years36.1411.29320%
Returns for 5 years43.2611.79367%
Returns for 10 years77.55N/A-
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