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RLEFX vs WFAIX
RLEFX vs WFAIX Comparison
Open Charts RLEFX vs WFAIX
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Allspring Index Asset Allocation Admin
Price$39.14
Change-$0.34 (-0.86%)
VolumeN/A
Net Assets1.32B
RLEFX vs WFAIX Comparison Chart
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RLEFX vs. WFAIX commentary
Feb 23, 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 Hold and WFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. WFAIX (1.32B). RLEFX pays higher dividends than WFAIX: RLEFX (2.42) vs WFAIX (1.04). RLEFX was incepted earlier than WFAIX: RLEFX (9 years) vs WFAIX (25 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. WFAIX (11.00). 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 : 9.42 vs. WFAIX (2.29). RLEFX return over 5 years is better than : 31.16 vs. WFAIX (9.15).
| RLEFX | WFAIX | RLEFX / WFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 2.915 | 2.359 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.32B | 18,361% |
| Annual Yield % from dividends | 2.42 | 1.04 | 233% |
| Returns for 1 year | 9.42 | 2.29 | 411% |
| Returns for 3 years | 18.08 | -1.01 | -1,797% |
| Returns for 5 years | 31.16 | 9.15 | 341% |
| Returns for 10 years | N/A | 38.21 | - |
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