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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation Instl
Price$38.75
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets1.23B
RLBBX vs WFATX Comparison Chart
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RLBBX vs. WFATX commentary
Jun 15, 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: 244B vs. WFATX (1.23B). WFATX (1.28) and RLBBX (1.23) 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 : 4.47 vs. WFATX (-4.06). RLBBX return over 5 years is better than : 34.04 vs. WFATX (10.20).
| 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 | 4.082 | 0.995 | 410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 1.23 | 1.28 | 96% |
| Returns for 1 year | 4.47 | -4.06 | -110% |
| Returns for 3 years | 30.06 | 10.39 | 289% |
| Returns for 5 years | 34.04 | 10.20 | 334% |
| Returns for 10 years | 51.22 | N/A | - |
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