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RLEFX vs WFAIX
RLEFX vs WFAIX Comparison
Open Charts RLEFX vs WFAIX
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Allspring Index Asset Allocation Admin
Price$38.91
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets1.3B
RLEFX vs WFAIX Comparison Chart
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RLEFX vs. WFAIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. WFAIX (1.3B). 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 : 12.49 vs. WFAIX (4.65). RLEFX return over 5 years is better than : 30.88 vs. WFAIX (8.91).
| 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 | 1.953 | 0.882 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.3B | 18,419% |
| Annual Yield % from dividends | 2.42 | 1.04 | 233% |
| Returns for 1 year | 12.49 | 4.65 | 269% |
| Returns for 3 years | 12.81 | -6.56 | -195% |
| Returns for 5 years | 30.88 | 8.91 | 346% |
| Returns for 10 years | N/A | 39.10 | - |
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