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RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation Instl
Price$38.75
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets1.23B
RLBFX vs WFATX Comparison Chart
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RLBFX vs. WFATX commentary
Jun 15, 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: 244B vs. WFATX (1.23B). RLBFX pays higher dividends than WFATX: RLBFX (2.18) vs WFATX (1.28). RLBFX was incepted earlier than WFATX: RLBFX (23 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 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 : 5.61 vs. WFATX (-4.06). RLBFX return over 5 years is better than : 40.09 vs. WFATX (10.20).
| RLBFX | WFATX | RLBFX / WFATX | |
| Total Expense Ratio | 0.29 | 0.75 | 39% |
| Annual Report Gross Expense Ratio | 0.29 | 0.79 | 37% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.560 | 0.995 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 2.18 | 1.28 | 170% |
| Returns for 1 year | 5.61 | -4.06 | -138% |
| Returns for 3 years | 33.66 | 10.39 | 324% |
| Returns for 5 years | 40.09 | 10.20 | 393% |
| Returns for 10 years | 60.51 | N/A | - |
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