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RLBGX vs WFATX
RLBGX vs WFATX Comparison
Open Charts RLBGX vs WFATX
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Allspring Index Asset Allocation Instl
Price$40.70
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets1.27B
RLBGX vs WFATX Comparison Chart in %
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RLBGX vs. WFATX commentary
Aug 17, 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: 256B vs. WFATX (1.27B). RLBGX pays higher dividends than WFATX: RLBGX (2.13) vs WFATX (1.21). 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 : 8.36 vs. WFATX (-1.41). RLBGX return over 5 years is better than : 40.09 vs. WFATX (8.80).
| 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 | 9.990 | 6.419 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.27B | 20,189% |
| Annual Yield % from dividends | 2.13 | 1.21 | 176% |
| Returns for 1 year | 8.36 | -1.41 | -594% |
| Returns for 3 years | 30.72 | 5.71 | 538% |
| Returns for 5 years | 40.09 | 8.80 | 456% |
| Returns for 10 years | 69.65 | N/A | - |