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AMBFX vs WFATX
AMBFX vs WFATX Comparison
Open Charts AMBFX vs WFATX
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Allspring Index Asset Allocation Instl
Price$41.58
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets1.27B
AMBFX vs WFATX Comparison Chart in %
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AMBFX 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 AMBFX is a Hold and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 262B 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 : 8.07 vs. WFATX (-2.02). AMBFX return over 5 years is better than : 45.52 vs. WFATX (13.16).
| AMBFX | WFATX | AMBFX / WFATX | |
| Total Expense Ratio | 0.35 | 0.75 | 47% |
| Annual Report Gross Expense Ratio | 0.35 | 0.79 | 44% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 13.018 | 9.082 | 143% |
| Front Load | N/A | 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 | 2.00 | 1.19 | 168% |
| Returns for 1 year | 8.07 | -2.02 | -400% |
| Returns for 3 years | 51.93 | 22.90 | 227% |
| Returns for 5 years | 45.52 | 13.16 | 346% |
| Returns for 10 years | 84.86 | N/A | - |
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