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RLBBX vs WFAIX
RLBBX vs WFAIX Comparison
Open Charts RLBBX vs WFAIX
American Funds American Balanced R2
Price$34.06
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation Admin
Price$37.61
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets1.21B
RLBBX vs WFAIX Comparison Chart
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RLBBX vs. WFAIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. WFAIX (1.21B). RLBBX pays higher dividends than WFAIX: RLBBX (1.27) vs WFAIX (1.10). RLBBX was incepted earlier than WFAIX: RLBBX (23 years) vs WFAIX (26 years). RLBBX (1.32) is less costly to investors than WFAIX (1.04). RLBBX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). 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 : 3.92 vs. WFAIX (-3.56). RLBBX return over 5 years is better than : 32.50 vs. WFAIX (8.71).
| RLBBX | WFAIX | RLBBX / WFAIX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 0.157 | -2.367 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 1.27 | 1.10 | 115% |
| Returns for 1 year | 3.92 | -3.56 | -110% |
| Returns for 3 years | 19.70 | 1.59 | 1,237% |
| Returns for 5 years | 32.50 | 8.71 | 373% |
| Returns for 10 years | 44.46 | 32.62 | 136% |