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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$38.43
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
CLBAX vs WFATX Comparison Chart in %
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CLBAX 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 CLBAX is a Hold and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. WFATX (1.27B). CLBAX pays higher dividends than WFATX: CLBAX (1.80) vs WFATX (1.19). CLBAX was incepted earlier than WFATX: CLBAX (24 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). CLBAX has a lower initial minimum investment than WFATX: CLBAX (250) vs WFATX (1000000). CLBAX annual gain was more profitable for investors over the last year : 7.51 vs. WFATX (-2.02). CLBAX return over 5 years is better than : 45.55 vs. WFATX (13.16).
| CLBAX | WFATX | CLBAX / WFATX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.58 | 0.79 | 73% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 12.537 | 9.082 | 138% |
| Front Load | 4% | 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 | 1.80 | 1.19 | 150% |
| Returns for 1 year | 7.51 | -2.02 | -373% |
| Returns for 3 years | 51.25 | 22.90 | 224% |
| Returns for 5 years | 45.55 | 13.16 | 346% |
| Returns for 10 years | 94.60 | N/A | - |
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