Ad is loading...
RLBBX vs WFAIX
RLBBX vs WFAIX Comparison
Open Charts RLBBX vs WFAIX
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Allspring Index Asset Allocation Admin
Price$39.14
Change-$0.34 (-0.86%)
VolumeN/A
Net Assets1.32B
RLBBX vs WFAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. WFAIX commentary
Feb 23, 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 Hold and WFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. WFAIX (1.32B). 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 : 8.38 vs. WFAIX (2.29). RLBBX return over 5 years is better than : 26.03 vs. WFAIX (9.15).
| 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 | 2.761 | 2.359 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.32B | 18,361% |
| Annual Yield % from dividends | 1.58 | 1.04 | 153% |
| Returns for 1 year | 8.38 | 2.29 | 365% |
| Returns for 3 years | 15.67 | -1.01 | -1,558% |
| Returns for 5 years | 26.03 | 9.15 | 285% |
| Returns for 10 years | 46.57 | 38.21 | 122% |
View a ticker or compare two or three
VS
VS
Ad is loading...