Ad is loading...
RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$33.02
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation Instl
Price$36.14
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RLBFX vs WFATX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. WFATX commentary
Apr 18, 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 WFATX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 225B vs. WFATX (1.17B). RLBFX pays higher dividends than WFATX: RLBFX (2.26) vs WFATX (1.31). RLBFX was incepted earlier than WFATX: RLBFX (23 years) vs WFATX (8 years). WFATX (0.79) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. WFATX (12.00). RLBFX has a lower initial minimum investment than WFATX: RLBFX (250) vs WFATX (1000000). RLBFX annual gain was more profitable for investors over the last year : 2.88 vs. WFATX (-3.60). RLBFX return over 5 years is better than : 33.40 vs. WFATX (7.80).
| RLBFX | WFATX | RLBFX / WFATX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -3.617 | -4.739 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 2.26 | 1.31 | 173% |
| Returns for 1 year | 2.88 | -3.60 | -80% |
| Returns for 3 years | 10.75 | -6.83 | -157% |
| Returns for 5 years | 33.40 | 7.80 | 428% |
| Returns for 10 years | 47.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...