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ABALX vs WFATX
ABALX vs WFATX Comparison
Open Charts ABALX vs WFATX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Allspring Index Asset Allocation Instl
Price$41.58
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets1.27B
ABALX vs WFATX Comparison Chart in %
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ABALX vs. WFATX commentary
Sep 27, 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 Hold and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 262B vs. WFATX (1.27B). ABALX pays higher dividends than WFATX: ABALX (1.82) vs WFATX (1.19). 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 : 7.85 vs. WFATX (-2.02). ABALX return over 5 years is better than : 44.32 vs. WFATX (13.16).
| 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 | 12.875 | 9.082 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 1.27B | 20,581% |
| Annual Yield % from dividends | 1.82 | 1.19 | 152% |
| Returns for 1 year | 7.85 | -2.02 | -390% |
| Returns for 3 years | 51.10 | 22.90 | 223% |
| Returns for 5 years | 44.32 | 13.16 | 337% |
| Returns for 10 years | 82.70 | N/A | - |
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