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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation Instl
Price$38.30
Change-$3.73 (-8.87%)
VolumeN/A
Net Assets1.23B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Feb 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. WFATX (1.24B). CLBAX pays higher dividends than WFATX: CLBAX (1.89) vs WFATX (1.25). 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 : 11.35 vs. WFATX (-0.13). CLBAX return over 5 years is better than : 37.40 vs. WFATX (-1.89).
| 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 | 2.460 | 0.710 | 346% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,862% |
| Annual Yield % from dividends | 1.89 | 1.25 | 151% |
| Returns for 1 year | 11.35 | -0.13 | -8,496% |
| Returns for 3 years | 36.75 | 8.26 | 445% |
| Returns for 5 years | 37.40 | -1.89 | -1,979% |
| Returns for 10 years | 100.85 | N/A | - |
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