AMBFX
Price
$37.78
Change
+$0.23 (+0.61%)
Updated
Sep 4 closing price
Net Assets
257.73B
WFATX
Price
$41.06
Change
-$0.01 (-0.02%)
Updated
Sep 5 closing price
Net Assets
1.27B
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AMBFX vs WFATX

Header iconAMBFX vs WFATX Comparison
Open Charts AMBFX vs WFATXBanner chart's image
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
Allspring Index Asset Allocation Instl
Price$41.06
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.27B
AMBFX vs WFATX Comparison Chart in %
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AMBFX vs. WFATX commentary
Sep 06, 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 AMBFX is a Buy and WFATX is a Buy.

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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 258B vs. WFATX (1.27B). AMBFX pays higher dividends than WFATX: AMBFX (2.00) vs WFATX (1.19). AMBFX was incepted earlier than WFATX: AMBFX (17 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). AMBFX has a lower initial minimum investment than WFATX: AMBFX (250) vs WFATX (1000000). AMBFX annual gain was more profitable for investors over the last year : 9.61 vs. WFATX (-0.63). AMBFX return over 5 years is better than : 40.34 vs. WFATX (8.65).
AMBFXWFATXAMBFX / WFATX
Total Expense Ratio0.350.7547%
Annual Report Gross Expense Ratio0.350.7944%
Fund Existence17 years9 years-
Gain YTD10.9117.386148%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets258B1.27B20,347%
Annual Yield % from dividends2.001.19168%
Returns for 1 year9.61-0.63-1,525%
Returns for 3 years39.9714.31279%
Returns for 5 years40.348.65466%
Returns for 10 years76.71N/A-
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