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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Allspring Index Asset Allocation Instl
Price$41.57
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets1.24B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Nov 20, 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 Hold and WFATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. WFATX (1.24B). CLBAX pays higher dividends than WFATX: CLBAX (1.73) vs WFATX (1.16). CLBAX was incepted earlier than WFATX: CLBAX (24 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 : 9.00 vs. WFATX (-2.87). CLBAX return over 5 years is better than : 40.59 vs. WFATX (7.83).
| CLBAX | WFATX | CLBAX / WFATX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.58 | 0.79 | 73% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.067 | 9.056 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.24B | 21,261% |
| Annual Yield % from dividends | 1.73 | 1.16 | 149% |
| Returns for 1 year | 9.00 | -2.87 | -313% |
| Returns for 3 years | 41.73 | 16.12 | 259% |
| Returns for 5 years | 40.59 | 7.83 | 518% |
| Returns for 10 years | 83.31 | N/A | - |
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