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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$32.68
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation Instl
Price$36.14
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RLBBX vs WFATX Comparison Chart
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RLBBX vs. WFATX 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 WFATX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 225B vs. WFATX (1.17B). WFATX (1.31) and RLBBX (1.27) have matching dividends . RLBBX was incepted earlier than WFATX: RLBBX (23 years) vs WFATX (8 years). RLBBX (1.33) is less costly to investors than WFATX (0.79). RLBBX is a more actively managed with annual turnover of: 171.00 vs. WFATX (12.00). RLBBX has a lower initial minimum investment than WFATX: RLBBX (250) vs WFATX (1000000). RLBBX annual gain was more profitable for investors over the last year : 1.79 vs. WFATX (-3.60). RLBBX return over 5 years is better than : 27.66 vs. WFATX (7.80).
| RLBBX | WFATX | RLBBX / WFATX | |
| Total Expense Ratio | 1.33 | 0.75 | 177% |
| Annual Report Gross Expense Ratio | 1.33 | 0.79 | 168% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.901 | -4.739 | 82% |
| 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 | 1.31 | 97% |
| Returns for 1 year | 1.79 | -3.60 | -50% |
| Returns for 3 years | 8.01 | -6.83 | -117% |
| Returns for 5 years | 27.66 | 7.80 | 354% |
| Returns for 10 years | 38.50 | N/A | - |
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