Interact to see
Advertisement
Advertisement
RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Allspring Index Asset Allocation Instl
Price$41.57
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets1.24B
RLBBX vs WFATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. WFATX commentary
Nov 20, 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 Hold and WFATX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. WFATX (1.24B). WFATX pays higher dividends than RLBBX: WFATX (1.16) vs RLBBX (1.09). RLBBX was incepted earlier than WFATX: RLBBX (24 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 : 8.15 vs. WFATX (-2.87). RLBBX return over 5 years is better than : 34.47 vs. WFATX (7.83).
| RLBBX | WFATX | RLBBX / WFATX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.79 | 167% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 13.290 | 9.056 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.24B | 21,261% |
| Annual Yield % from dividends | 1.09 | 1.16 | 94% |
| Returns for 1 year | 8.15 | -2.87 | -284% |
| Returns for 3 years | 38.09 | 16.12 | 236% |
| Returns for 5 years | 34.47 | 7.83 | 440% |
| Returns for 10 years | 63.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement