Ad is loading...
RLBBX vs WFAIX
RLBBX vs WFAIX Comparison
Open Charts RLBBX vs WFAIX
American Funds American Balanced R2
Price$35.85
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Admin
Price$43.05
Change-$0.06 (-0.14%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RLBBX vs WFAIX Comparison Chart
Loading...
RLBBX vs. WFAIX commentary
Sep 21, 2024
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 StrongBuy and WFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. WFAIX (1.36B). RLBBX pays higher dividends than WFAIX: RLBBX (1.58) vs WFAIX (1.04). RLBBX was incepted earlier than WFAIX: RLBBX (22 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 : 23.47 vs. WFAIX (17.57). RLBBX return over 5 years is better than : 34.96 vs. WFAIX (26.21).
| RLBBX | WFAIX | RLBBX / WFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 13.408 | 14.695 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.36B | 17,378% |
| Annual Yield % from dividends | 1.58 | 1.04 | 153% |
| Returns for 1 year | 23.47 | 17.57 | 134% |
| Returns for 3 years | 12.98 | -0.59 | -2,195% |
| Returns for 5 years | 34.96 | 26.21 | 133% |
| Returns for 10 years | 47.94 | 62.05 | 77% |
View a ticker or compare two or three
VS
VS
Ad is loading...