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RLBFX vs WFAIX
RLBFX vs WFAIX Comparison
Open Charts RLBFX vs WFAIX
American Funds American Balanced R5
Price$38.46
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Allspring Index Asset Allocation Admin
Price$41.52
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets1.28B
RLBFX vs WFAIX Comparison Chart in %
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RLBFX vs. WFAIX commentary
Sep 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 RLBFX is a Hold and WFAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. WFAIX (1.28B). RLBFX pays higher dividends than WFAIX: RLBFX (2.05) vs WFAIX (0.98). RLBFX was incepted earlier than WFAIX: RLBFX (23 years) vs WFAIX (26 years). WFAIX (1.04) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). RLBFX has a lower initial minimum investment than WFAIX: RLBFX (250) vs WFAIX (1000000). RLBFX annual gain was more profitable for investors over the last year : 8.44 vs. WFAIX (-1.90). RLBFX return over 5 years is better than : 45.92 vs. WFAIX (12.56).
| RLBFX | WFAIX | RLBFX / WFAIX | |
| Total Expense Ratio | 0.29 | 0.90 | 32% |
| Annual Report Gross Expense Ratio | 0.29 | 1.04 | 28% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 13.067 | 8.971 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.28B | 20,595% |
| Annual Yield % from dividends | 2.05 | 0.98 | 209% |
| Returns for 1 year | 8.44 | -1.90 | -443% |
| Returns for 3 years | 51.71 | 22.05 | 235% |
| Returns for 5 years | 45.92 | 12.56 | 365% |
| Returns for 10 years | 86.17 | 57.12 | 151% |
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