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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation Instl
Price$38.40
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets1.24B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. WFATX (1.24B). CLBAX pays higher dividends than WFATX: CLBAX (1.94) vs WFATX (1.26). 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 (19.00). 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 : 14.23 vs. WFATX (1.99). CLBAX return over 5 years is better than : 38.44 vs. WFATX (0.05).
| 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 | 2.326 | 0.973 | 239% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,704% |
| Annual Yield % from dividends | 1.94 | 1.26 | 154% |
| Returns for 1 year | 14.23 | 1.99 | 715% |
| Returns for 3 years | 37.73 | 10.70 | 352% |
| Returns for 5 years | 38.44 | 0.05 | 71,167% |
| Returns for 10 years | 101.82 | N/A | - |
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