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AMBFX vs WFATX
AMBFX vs WFATX Comparison
Open Charts AMBFX vs WFATX
American Funds American Balanced F2
Price$37.43
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Allspring Index Asset Allocation Instl
Price$40.70
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets1.27B
AMBFX vs WFATX Comparison Chart in %
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AMBFX vs. WFATX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 256B vs. WFATX (1.27B). AMBFX pays higher dividends than WFATX: AMBFX (2.03) vs WFATX (1.21). 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 : 9.45 vs. WFATX (-0.31). AMBFX return over 5 years is better than : 39.72 vs. WFATX (9.09).
| 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 | 10.118 | 6.706 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.27B | 20,094% |
| Annual Yield % from dividends | 2.03 | 1.21 | 168% |
| Returns for 1 year | 9.45 | -0.31 | -3,075% |
| Returns for 3 years | 30.74 | 6.10 | 504% |
| Returns for 5 years | 39.72 | 9.09 | 437% |
| Returns for 10 years | 68.61 | N/A | - |
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