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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Instl
Price$39.91
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. WFATX (1.26B). CLBAX pays higher dividends than WFATX: CLBAX (1.84) vs WFATX (1.22). CLBAX was incepted earlier than WFATX: CLBAX (23 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 : 7.84 vs. WFATX (-1.94). CLBAX return over 5 years is better than : 43.26 vs. WFATX (11.79).
| CLBAX | WFATX | CLBAX / WFATX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.58 | 0.79 | 73% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.073 | 4.353 | 185% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 1.84 | 1.22 | 150% |
| Returns for 1 year | 7.84 | -1.94 | -404% |
| Returns for 3 years | 36.14 | 11.29 | 320% |
| Returns for 5 years | 43.26 | 11.79 | 367% |
| Returns for 10 years | 77.55 | N/A | - |
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