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RLBGX vs WFATX
RLBGX vs WFATX Comparison
Open Charts RLBGX vs WFATX
American Funds American Balanced R6
Price$37.84
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
Allspring Index Asset Allocation Instl
Price$41.06
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.27B
RLBGX vs WFATX Comparison Chart in %
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RLBGX vs. WFATX commentary
Sep 08, 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 RLBGX is a Buy and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 259B vs. WFATX (1.27B). RLBGX pays higher dividends than WFATX: RLBGX (2.09) vs WFATX (1.19). RLBGX was incepted earlier than WFATX: RLBGX (16 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). RLBGX has a lower initial minimum investment than WFATX: RLBGX (250) vs WFATX (1000000). RLBGX annual gain was more profitable for investors over the last year : 10.35 vs. WFATX (-0.65). RLBGX return over 5 years is better than : 41.80 vs. WFATX (8.62).
| RLBGX | WFATX | RLBGX / WFATX | |
| Total Expense Ratio | 0.25 | 0.75 | 33% |
| Annual Report Gross Expense Ratio | 0.25 | 0.79 | 32% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 11.633 | 7.360 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.27B | 20,426% |
| Annual Yield % from dividends | 2.09 | 1.19 | 175% |
| Returns for 1 year | 10.35 | -0.65 | -1,582% |
| Returns for 3 years | 41.14 | 14.28 | 288% |
| Returns for 5 years | 41.80 | 8.62 | 485% |
| Returns for 10 years | 78.87 | N/A | - |
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