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RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$36.60
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Instl
Price$43.62
Change+$0.10 (+0.23%)
VolumeN/A
CapitalizationN/A
RLBFX vs WFATX Comparison Chart
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RLBFX vs. WFATX commentary
Nov 23, 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 StrongBuy and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. WFATX (1.35B). 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 : 21.14 vs. WFATX (14.18). RLBFX return over 5 years is better than : 38.00 vs. WFATX (25.31).
| 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 | 15.247 | 16.003 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.35B | 17,617% |
| Annual Yield % from dividends | 2.50 | 1.18 | 213% |
| Returns for 1 year | 21.14 | 14.18 | 149% |
| Returns for 3 years | 12.82 | -3.39 | -378% |
| Returns for 5 years | 38.00 | 25.31 | 150% |
| Returns for 10 years | 53.43 | N/A | - |
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