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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$40.15
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation Instl
Price$42.85
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets1.26B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Dec 13, 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 StrongBuy and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. WFATX (1.26B). CLBAX pays higher dividends than WFATX: CLBAX (1.70) vs WFATX (1.16). 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 : 10.62 vs. WFATX (-2.21). CLBAX return over 5 years is better than : 42.60 vs. WFATX (12.16).
| 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 | 18.249 | 12.231 | 149% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.26B | 21,282% |
| Annual Yield % from dividends | 1.70 | 1.16 | 147% |
| Returns for 1 year | 10.62 | -2.21 | -480% |
| Returns for 3 years | 44.58 | 23.25 | 192% |
| Returns for 5 years | 42.60 | 12.16 | 350% |
| Returns for 10 years | 93.67 | N/A | - |
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