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RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Instl
Price$39.91
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
RLBFX vs WFATX Comparison Chart in %
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RLBFX vs. WFATX commentary
Jul 05, 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: 252B vs. WFATX (1.26B). RLBFX pays higher dividends than WFATX: RLBFX (2.10) vs WFATX (1.22). 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 : 8.18 vs. WFATX (-1.94). RLBFX return over 5 years is better than : 43.24 vs. WFATX (11.79).
| 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 | 8.222 | 4.353 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 2.10 | 1.22 | 171% |
| Returns for 1 year | 8.18 | -1.94 | -422% |
| Returns for 3 years | 36.13 | 11.29 | 320% |
| Returns for 5 years | 43.24 | 11.79 | 367% |
| Returns for 10 years | 68.15 | N/A | - |
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