Ad is loading...
RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Instl
Price$38.74
Change+$0.17 (+0.44%)
VolumeN/A
CapitalizationN/A
RLBFX vs WFATX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. WFATX commentary
Dec 24, 2024
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: 236B vs. WFATX (1.31B). RLBFX pays higher dividends than WFATX: RLBFX (2.50) vs WFATX (1.18). RLBFX was incepted earlier than WFATX: RLBFX (23 years) vs WFATX (8 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. WFATX (11.00). 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 : 10.52 vs. WFATX (4.48). RLBFX return over 5 years is better than : 31.65 vs. WFATX (11.73).
| RLBFX | WFATX | RLBFX / WFATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.899 | 4.032 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.31B | 18,043% |
| Annual Yield % from dividends | 2.50 | 1.18 | 213% |
| Returns for 1 year | 10.52 | 4.48 | 235% |
| Returns for 3 years | 10.16 | -8.28 | -123% |
| Returns for 5 years | 31.65 | 11.73 | 270% |
| Returns for 10 years | 53.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...