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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$34.03
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
Allspring Index Asset Allocation Instl
Price$37.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.21B
RLBBX vs WFATX Comparison Chart
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RLBBX vs. WFATX commentary
May 10, 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: 234B vs. WFATX (1.21B). WFATX (1.31) and RLBBX (1.27) have matching dividends . RLBBX was incepted earlier than WFATX: RLBBX (23 years) vs WFATX (9 years). RLBBX (1.32) is less costly to investors than WFATX (0.79). RLBBX is a more actively managed with annual turnover of: 44.00 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 : 3.39 vs. WFATX (-3.72). RLBBX return over 5 years is better than : 32.38 vs. WFATX (9.39).
| RLBBX | WFATX | RLBBX / WFATX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.79 | 167% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.068 | -2.184 | -3% |
| 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 | 19,339% |
| Annual Yield % from dividends | 1.27 | 1.31 | 97% |
| Returns for 1 year | 3.39 | -3.72 | -91% |
| Returns for 3 years | 19.39 | 1.74 | 1,116% |
| Returns for 5 years | 32.38 | 9.39 | 345% |
| Returns for 10 years | 44.63 | N/A | - |
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