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RLBBX vs WFAIX
RLBBX vs WFAIX Comparison
Open Charts RLBBX vs WFAIX
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
Allspring Index Asset Allocation Admin
Price$38.91
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets1.3B
RLBBX vs WFAIX Comparison Chart
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RLBBX vs. WFAIX commentary
Jan 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 RLBBX is a Buy and WFAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. WFAIX (1.3B). RLBBX pays higher dividends than WFAIX: RLBBX (1.58) vs WFAIX (1.04). RLBBX was incepted earlier than WFAIX: RLBBX (23 years) vs WFAIX (25 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. WFAIX (11.00). RLBBX has a lower initial minimum investment than WFAIX: RLBBX (250) vs WFAIX (1000000). RLBBX annual gain was more profitable for investors over the last year : 11.43 vs. WFAIX (4.65). RLBBX return over 5 years is better than : 25.81 vs. WFAIX (8.91).
| RLBBX | WFAIX | RLBBX / WFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 1.909 | 0.882 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.3B | 18,419% |
| Annual Yield % from dividends | 1.58 | 1.04 | 153% |
| Returns for 1 year | 11.43 | 4.65 | 246% |
| Returns for 3 years | 10.54 | -6.56 | -161% |
| Returns for 5 years | 25.81 | 8.91 | 290% |
| Returns for 10 years | 49.88 | 39.10 | 128% |
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