Interact to see
Advertisement
Advertisement
RLBFX vs WFALX
RLBFX vs WFALX Comparison
Open Charts RLBFX vs WFALX
American Funds American Balanced R5
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Allspring Index Asset Allocation C
Price$21.13
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets1.25B
RLBFX vs WFALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. WFALX commentary
Jul 17, 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 Buy and WFALX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 251B vs. WFALX (1.25B). RLBFX pays higher dividends than WFALX: RLBFX (2.10) vs WFALX (0.52). RLBFX was incepted earlier than WFALX: RLBFX (23 years) vs WFALX (27 years). WFALX (1.86) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. WFALX (12.00). RLBFX has a lower initial minimum investment than WFALX: RLBFX (250) vs WFALX (1000). RLBFX annual gain was more profitable for investors over the last year : 5.97 vs. WFALX (-13.41). RLBFX return over 5 years is better than : 40.37 vs. WFALX (-8.20).
| RLBFX | WFALX | RLBFX / WFALX | |
| Total Expense Ratio | 0.29 | 1.82 | 16% |
| Annual Report Gross Expense Ratio | 0.29 | 1.86 | 16% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 8.017 | 3.103 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 1.25B | 20,048% |
| Annual Yield % from dividends | 2.10 | 0.52 | 400% |
| Returns for 1 year | 5.97 | -13.41 | -45% |
| Returns for 3 years | 36.30 | -5.60 | -648% |
| Returns for 5 years | 40.37 | -8.20 | -492% |
| Returns for 10 years | 64.89 | 15.55 | 417% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement