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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$35.22
Change+$0.33 (+0.95%)
VolumeN/A
Net Assets241.5B
Allspring Index Asset Allocation C
Price$20.76
Change+$0.24 (+1.17%)
VolumeN/A
Net Assets1.28B
RLEFX vs WFALX Comparison Chart
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RLEFX vs. WFALX commentary
Mar 03, 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 WFALX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. WFALX (1.28B). RLEFX pays higher dividends than WFALX: RLEFX (2.42) vs WFALX (0.09). RLEFX was incepted earlier than WFALX: RLEFX (9 years) vs WFALX (27 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. WFALX (11.00). RLEFX has a lower initial minimum investment than WFALX: RLEFX (250) vs WFALX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.98 vs. WFALX (-8.11). RLEFX return over 5 years is better than : 39.67 vs. WFALX (-1.97).
| RLEFX | WFALX | RLEFX / WFALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 2.682 | 1.318 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.28B | 18,891% |
| Annual Yield % from dividends | 2.42 | 0.09 | 2,725% |
| Returns for 1 year | 8.98 | -8.11 | -111% |
| Returns for 3 years | 17.18 | -15.84 | -108% |
| Returns for 5 years | 39.67 | -1.97 | -2,010% |
| Returns for 10 years | N/A | 14.08 | - |