Ad is loading...
RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$34.08
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Instl
Price$38.74
Change+$0.17 (+0.44%)
VolumeN/A
CapitalizationN/A
RLBBX vs WFATX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. WFATX commentary
Dec 24, 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 Buy and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. WFATX (1.31B). 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 : 9.34 vs. WFATX (4.48). RLBBX return over 5 years is better than : 25.97 vs. WFATX (11.73).
| 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 | 8.751 | 4.032 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.31B | 18,043% |
| Annual Yield % from dividends | 1.58 | 1.18 | 134% |
| Returns for 1 year | 9.34 | 4.48 | 209% |
| Returns for 3 years | 7.66 | -8.28 | -93% |
| Returns for 5 years | 25.97 | 11.73 | 221% |
| Returns for 10 years | 45.30 | N/A | - |