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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Instl
Price$39.91
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
RLBBX vs WFATX Comparison Chart in %
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RLBBX vs. WFATX commentary
Jul 05, 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: 252B vs. WFATX (1.26B). 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 : 7.05 vs. WFATX (-1.94). RLBBX return over 5 years is better than : 37.07 vs. WFATX (11.79).
| 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 | 7.674 | 4.353 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 1.17 | 1.22 | 96% |
| Returns for 1 year | 7.05 | -1.94 | -363% |
| Returns for 3 years | 32.48 | 11.29 | 288% |
| Returns for 5 years | 37.07 | 11.79 | 314% |
| Returns for 10 years | 58.03 | N/A | - |
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