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RLBFX vs WFAIX
RLBFX vs WFAIX Comparison
Open Charts RLBFX vs WFAIX
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Allspring Index Asset Allocation Admin
Price$41.68
Change-$0.23 (-0.55%)
VolumeN/A
Net Assets1.24B
RLBFX vs WFAIX Comparison Chart in %
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RLBFX vs. WFAIX 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 RLBFX is a Hold and WFAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. WFAIX (1.24B). RLBFX pays higher dividends than WFAIX: RLBFX (1.97) vs WFAIX (0.96). RLBFX was incepted earlier than WFAIX: RLBFX (24 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 : 9.32 vs. WFAIX (-2.99). RLBFX return over 5 years is better than : 40.53 vs. WFAIX (7.27).
| RLBFX | WFAIX | RLBFX / WFAIX | |
| Total Expense Ratio | 0.29 | 0.90 | 32% |
| Annual Report Gross Expense Ratio | 0.29 | 1.04 | 28% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 14.331 | 8.919 | 161% |
| 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 | 1.97 | 0.96 | 205% |
| Returns for 1 year | 9.32 | -2.99 | -312% |
| Returns for 3 years | 42.18 | 12.16 | 347% |
| Returns for 5 years | 40.53 | 7.27 | 558% |
| Returns for 10 years | 74.39 | 47.64 | 156% |
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