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RLEFX vs WFAIX
RLEFX vs WFAIX Comparison
Open Charts RLEFX vs WFAIX
American Funds American Balanced R5E
Price$35.04
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation Admin
Price$39.64
Change-$0.10 (-0.25%)
VolumeN/A
CapitalizationN/A
RLEFX vs WFAIX Comparison Chart
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RLEFX vs. WFAIX commentary
Dec 19, 2024
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: 230B vs. WFAIX (1.35B). 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 : 12.69 vs. WFAIX (6.43). RLEFX return over 5 years is better than : 33.70 vs. WFAIX (13.48).
| 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 | 11.668 | 5.724 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 1.35B | 17,075% |
| Annual Yield % from dividends | 2.42 | 1.04 | 233% |
| Returns for 1 year | 12.69 | 6.43 | 197% |
| Returns for 3 years | 12.14 | -6.66 | -182% |
| Returns for 5 years | 33.70 | 13.48 | 250% |
| Returns for 10 years | N/A | 41.34 | - |