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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$36.20
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Instl
Price$43.62
Change+$0.10 (+0.23%)
VolumeN/A
CapitalizationN/A
RLBBX vs WFATX Comparison Chart
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RLBBX vs. WFATX commentary
Nov 23, 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 WFATX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. WFATX (1.35B). RLBBX pays higher dividends than WFATX: RLBBX (1.58) vs WFATX (1.18). RLBBX was incepted earlier than WFATX: RLBBX (23 years) vs WFATX (8 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. WFATX (11.00). 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 : 19.87 vs. WFATX (14.18). RLBBX return over 5 years is better than : 32.31 vs. WFATX (25.31).
| RLBBX | WFATX | RLBBX / WFATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 14.168 | 16.003 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.35B | 17,617% |
| Annual Yield % from dividends | 1.58 | 1.18 | 134% |
| Returns for 1 year | 19.87 | 14.18 | 140% |
| Returns for 3 years | 10.28 | -3.39 | -303% |
| Returns for 5 years | 32.31 | 25.31 | 128% |
| Returns for 10 years | 44.94 | N/A | - |
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