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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Allspring Index Asset Allocation Instl
Price$41.06
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.27B
CLBAX vs WFATX Comparison Chart in %
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CLBAX 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 CLBAX is a Buy and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B 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 : 9.95 vs. WFATX (-0.63). CLBAX return over 5 years is better than : 41.54 vs. WFATX (8.65).
| 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 | 11.362 | 7.386 | 154% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.27B | 20,347% |
| Annual Yield % from dividends | 1.80 | 1.19 | 150% |
| Returns for 1 year | 9.95 | -0.63 | -1,580% |
| Returns for 3 years | 40.92 | 14.31 | 286% |
| Returns for 5 years | 41.54 | 8.65 | 480% |
| Returns for 10 years | 88.47 | N/A | - |
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