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ABALX vs WFATX
ABALX vs WFATX Comparison
Open Charts ABALX vs WFATX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Instl
Price$39.91
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
ABALX vs WFATX Comparison Chart in %
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ABALX vs. WFATX commentary
Jul 07, 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: 252B vs. WFATX (1.26B). ABALX pays higher dividends than WFATX: ABALX (1.86) vs WFATX (1.22). 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 : 7.89 vs. WFATX (-1.94). ABALX return over 5 years is better than : 41.63 vs. WFATX (11.79).
| 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 | 8.070 | 4.353 | 185% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 1.86 | 1.22 | 152% |
| Returns for 1 year | 7.89 | -1.94 | -407% |
| Returns for 3 years | 35.19 | 11.29 | 312% |
| Returns for 5 years | 41.63 | 11.79 | 353% |
| Returns for 10 years | 65.55 | N/A | - |
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