Interact to see
Advertisement
Advertisement
RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$38.58
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
Allspring Index Asset Allocation Instl
Price$41.62
Change-$0.06 (-0.14%)
VolumeN/A
Net Assets1.28B
RLBFX vs WFATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. WFATX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. WFATX (1.28B). RLBFX pays higher dividends than WFATX: RLBFX (2.05) vs WFATX (1.19). 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 : 9.55 vs. WFATX (-1.07). RLBFX return over 5 years is better than : 44.60 vs. WFATX (12.43).
| 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 | 13.027 | 8.981 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.28B | 20,499% |
| Annual Yield % from dividends | 2.05 | 1.19 | 172% |
| Returns for 1 year | 9.55 | -1.07 | -896% |
| Returns for 3 years | 43.97 | 16.86 | 261% |
| Returns for 5 years | 44.60 | 12.43 | 359% |
| Returns for 10 years | 82.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement