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RLEFX vs WFAIX
RLEFX vs WFAIX Comparison
Open Charts RLEFX vs WFAIX
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation Admin
Price$36.22
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RLEFX vs WFAIX Comparison Chart
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RLEFX vs. WFAIX commentary
Apr 18, 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 RLEFX is a Buy and WFAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. WFAIX (1.17B). RLEFX pays higher dividends than WFAIX: RLEFX (2.16) vs WFAIX (1.10). RLEFX was incepted earlier than WFAIX: RLEFX (9 years) vs WFAIX (25 years). WFAIX (1.04) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. WFAIX (12.00). RLEFX has a lower initial minimum investment than WFAIX: RLEFX (250) vs WFAIX (1000000). RLEFX annual gain was more profitable for investors over the last year : 2.75 vs. WFAIX (-4.60). RLEFX return over 5 years is better than : 32.76 vs. WFAIX (6.11).
| RLEFX | WFAIX | RLEFX / WFAIX | |
| Total Expense Ratio | 0.40 | 0.90 | 44% |
| Annual Report Gross Expense Ratio | 0.40 | 1.04 | 38% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -3.650 | -5.824 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 2.16 | 1.10 | 197% |
| Returns for 1 year | 2.75 | -4.60 | -60% |
| Returns for 3 years | 10.47 | -8.02 | -131% |
| Returns for 5 years | 32.76 | 6.11 | 536% |
| Returns for 10 years | N/A | 27.38 | - |