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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation Instl
Price$38.75
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets1.23B
CLBAX vs WFATX Comparison Chart
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CLBAX vs. WFATX commentary
Jun 15, 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: 244B vs. WFATX (1.23B). CLBAX pays higher dividends than WFATX: CLBAX (1.91) vs WFATX (1.28). 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 : 5.26 vs. WFATX (-4.06). CLBAX return over 5 years is better than : 40.12 vs. WFATX (10.20).
| 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 | 4.431 | 0.995 | 445% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 1.91 | 1.28 | 149% |
| Returns for 1 year | 5.26 | -4.06 | -130% |
| Returns for 3 years | 33.60 | 10.39 | 323% |
| Returns for 5 years | 40.12 | 10.20 | 393% |
| Returns for 10 years | 70.29 | N/A | - |
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