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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$32.89
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation Instl
Price$36.14
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
CLBAX vs WFATX Comparison Chart
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CLBAX vs. WFATX commentary
Apr 18, 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: 225B vs. WFATX (1.17B). CLBAX pays higher dividends than WFATX: CLBAX (1.98) vs WFATX (1.31). CLBAX was incepted earlier than WFATX: CLBAX (23 years) vs WFATX (8 years). WFATX (0.79) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 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 : 2.56 vs. WFATX (-3.60). CLBAX return over 5 years is better than : 33.40 vs. WFATX (7.80).
| CLBAX | WFATX | CLBAX / WFATX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.60 | 0.79 | 76% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.700 | -4.739 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 1.98 | 1.31 | 151% |
| Returns for 1 year | 2.56 | -3.60 | -71% |
| Returns for 3 years | 11.10 | -6.83 | -163% |
| Returns for 5 years | 33.40 | 7.80 | 428% |
| Returns for 10 years | 55.90 | N/A | - |
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