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RLBFX vs WFALX
RLBFX vs WFALX Comparison
Open Charts RLBFX vs WFALX
American Funds American Balanced R5
Price$32.81
Change-$0.72 (-2.15%)
VolumeN/A
Net Assets228.54B
Allspring Index Asset Allocation C
Price$19.17
Change-$0.43 (-2.19%)
VolumeN/A
Net Assets1.2B
RLBFX vs WFALX Comparison Chart
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RLBFX vs. WFALX commentary
Apr 11, 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: 229B vs. WFALX (1.2B). 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 (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 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 : 2.65 vs. WFALX (-13.17). RLBFX return over 5 years is better than : 38.55 vs. WFALX (-6.12).
| RLBFX | WFALX | RLBFX / WFALX | |
| Total Expense Ratio | 0.30 | 1.82 | 16% |
| Annual Report Gross Expense Ratio | 0.30 | 1.86 | 16% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -2.128 | -4.225 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 1.2B | 19,052% |
| Annual Yield % from dividends | 2.26 | 0.49 | 465% |
| Returns for 1 year | 2.65 | -13.17 | -20% |
| Returns for 3 years | 12.24 | -19.60 | -62% |
| Returns for 5 years | 38.55 | -6.12 | -630% |
| Returns for 10 years | 50.06 | 7.63 | 656% |