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CLBAX vs WFATX
CLBAX vs WFATX Comparison
Open Charts CLBAX vs WFATX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Allspring Index Asset Allocation Instl
Price$41.86
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets1.28B
CLBAX vs WFATX Comparison Chart in %
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CLBAX vs. WFATX commentary
Oct 19, 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: 266B vs. WFATX (1.28B). CLBAX pays higher dividends than WFATX: CLBAX (1.76) vs WFATX (1.18). 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 : 8.72 vs. WFATX (-1.83). CLBAX return over 5 years is better than : 43.96 vs. WFATX (10.19).
| 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 | 14.656 | 9.817 | 149% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.28B | 20,846% |
| Annual Yield % from dividends | 1.76 | 1.18 | 149% |
| Returns for 1 year | 8.72 | -1.83 | -476% |
| Returns for 3 years | 51.33 | 22.09 | 232% |
| Returns for 5 years | 43.96 | 10.19 | 431% |
| Returns for 10 years | 88.01 | N/A | - |
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