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RLBBX vs WFAIX
RLBBX vs WFAIX Comparison
Open Charts RLBBX vs WFAIX
American Funds American Balanced R2
Price$32.68
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation Admin
Price$36.22
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RLBBX vs WFAIX Comparison Chart
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RLBBX vs. WFAIX commentary
Apr 18, 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: 225B vs. WFAIX (1.17B). RLBBX pays higher dividends than WFAIX: RLBBX (1.27) vs WFAIX (1.10). RLBBX was incepted earlier than WFAIX: RLBBX (23 years) vs WFAIX (25 years). RLBBX (1.33) is less costly to investors than WFAIX (1.04). RLBBX is a more actively managed with annual turnover of: 171.00 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 : 1.79 vs. WFAIX (-4.60). RLBBX return over 5 years is better than : 27.66 vs. WFAIX (6.11).
| RLBBX | WFAIX | RLBBX / WFAIX | |
| Total Expense Ratio | 1.33 | 0.90 | 148% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -3.901 | -5.824 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 1.27 | 1.10 | 116% |
| Returns for 1 year | 1.79 | -4.60 | -39% |
| Returns for 3 years | 8.01 | -8.02 | -100% |
| Returns for 5 years | 27.66 | 6.11 | 453% |
| Returns for 10 years | 38.50 | 27.38 | 141% |
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