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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
Allspring Index Asset Allocation Instl
Price$41.86
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets1.27B
RLBBX vs WFATX Comparison Chart in %
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RLBBX vs. WFATX commentary
Oct 18, 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: 265B vs. WFATX (1.27B). WFATX pays higher dividends than RLBBX: WFATX (1.18) vs RLBBX (1.11). 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 : 7.84 vs. WFATX (-2.14). RLBBX return over 5 years is better than : 37.69 vs. WFATX (9.85).
| 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 | 13.938 | 9.476 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 1.27B | 20,817% |
| Annual Yield % from dividends | 1.11 | 1.18 | 94% |
| Returns for 1 year | 7.84 | -2.14 | -366% |
| Returns for 3 years | 47.43 | 21.71 | 218% |
| Returns for 5 years | 37.69 | 9.85 | 383% |
| Returns for 10 years | 67.64 | N/A | - |
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