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RLBFX vs WFALX
RLBFX vs WFALX Comparison
Open Charts RLBFX vs WFALX
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation C
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets1.21B
RLBFX vs WFALX Comparison Chart
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RLBFX vs. WFALX commentary
May 09, 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: 234B vs. WFALX (1.21B). RLBFX pays higher dividends than WFALX: RLBFX (2.26) vs WFALX (0.49). 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 : 5.06 vs. WFALX (-12.34). RLBFX return over 5 years is better than : 38.47 vs. WFALX (-7.67).
| 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 | 0.528 | -2.710 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 2.26 | 0.49 | 463% |
| Returns for 1 year | 5.06 | -12.34 | -41% |
| Returns for 3 years | 22.75 | -12.48 | -182% |
| Returns for 5 years | 38.47 | -7.67 | -502% |
| Returns for 10 years | 53.33 | 9.57 | 557% |
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