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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
Allspring Index Asset Allocation C
Price$21.13
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets1.25B
RLEFX vs WFALX Comparison Chart in %
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RLEFX vs. WFALX commentary
Jul 17, 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: 251B vs. WFALX (1.25B). RLEFX pays higher dividends than WFALX: RLEFX (2.01) vs WFALX (0.52). RLEFX was incepted earlier than WFALX: RLEFX (10 years) vs WFALX (27 years). WFALX (1.86) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. WFALX (12.00). 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 : 5.86 vs. WFALX (-13.41). RLEFX return over 5 years is better than : 39.78 vs. WFALX (-8.20).
| RLEFX | WFALX | RLEFX / WFALX | |
| Total Expense Ratio | 0.39 | 1.82 | 21% |
| Annual Report Gross Expense Ratio | 0.39 | 1.86 | 21% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 7.988 | 3.103 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 1.25B | 20,048% |
| Annual Yield % from dividends | 2.01 | 0.52 | 384% |
| Returns for 1 year | 5.86 | -13.41 | -44% |
| Returns for 3 years | 35.92 | -5.60 | -641% |
| Returns for 5 years | 39.78 | -8.20 | -485% |
| Returns for 10 years | N/A | 15.55 | - |