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ABALX vs WFATX
ABALX vs WFATX Comparison
Open Charts ABALX vs WFATX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation Instl
Price$38.75
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets1.23B
ABALX vs WFATX Comparison Chart
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ABALX vs. WFATX commentary
Jun 16, 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 ABALX is a Buy and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. WFATX (1.23B). ABALX pays higher dividends than WFATX: ABALX (1.94) vs WFATX (1.28). ABALX was incepted earlier than WFATX: ABALX (50 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than ABALX (0.56). ABALX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). ABALX has a lower initial minimum investment than WFATX: ABALX (250) vs WFATX (1000000). ABALX annual gain was more profitable for investors over the last year : 5.32 vs. WFATX (-4.06). ABALX return over 5 years is better than : 38.50 vs. WFATX (10.20).
| ABALX | WFATX | ABALX / WFATX | |
| Total Expense Ratio | 0.56 | 0.75 | 75% |
| Annual Report Gross Expense Ratio | 0.56 | 0.79 | 71% |
| Fund Existence | 50 years | 9 years | - |
| Gain YTD | 4.436 | 0.995 | 446% |
| Front Load | 6% | 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 | 1.94 | 1.28 | 151% |
| Returns for 1 year | 5.32 | -4.06 | -131% |
| Returns for 3 years | 32.72 | 10.39 | 315% |
| Returns for 5 years | 38.50 | 10.20 | 377% |
| Returns for 10 years | 58.12 | N/A | - |
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