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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
Allspring Index Asset Allocation Instl
Price$40.37
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets1.27B
RLBBX vs WFATX Comparison Chart in %
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RLBBX vs. WFATX commentary
Jul 26, 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: 254B vs. WFATX (1.27B). WFATX (1.22) and RLBBX (1.17) 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 : 9.41 vs. WFATX (0.28). RLBBX return over 5 years is better than : 35.33 vs. WFATX (10.40).
| 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 | 8.557 | 5.216 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.27B | 20,063% |
| Annual Yield % from dividends | 1.17 | 1.22 | 96% |
| Returns for 1 year | 9.41 | 0.28 | 3,339% |
| Returns for 3 years | 32.13 | 10.63 | 302% |
| Returns for 5 years | 35.33 | 10.40 | 340% |
| Returns for 10 years | 58.04 | N/A | - |