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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$38.44
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Allspring Index Asset Allocation Instl
Price$41.62
Change-$0.06 (-0.14%)
VolumeN/A
Net Assets1.28B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. WFATX (1.28B). CLBAX pays higher dividends than WFATX: CLBAX (1.80) vs WFATX (1.19). 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 : 9.29 vs. WFATX (-1.07). CLBAX return over 5 years is better than : 44.74 vs. WFATX (12.43).
| 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 | 12.889 | 8.981 | 144% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.28B | 20,499% |
| Annual Yield % from dividends | 1.80 | 1.19 | 150% |
| Returns for 1 year | 9.29 | -1.07 | -871% |
| Returns for 3 years | 43.58 | 16.86 | 259% |
| Returns for 5 years | 44.74 | 12.43 | 360% |
| Returns for 10 years | 91.51 | N/A | - |
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