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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Allspring Index Asset Allocation C
Price$19.17
Change-$0.43 (-2.19%)
VolumeN/A
Net Assets1.2B
RLEFX vs WFALX Comparison Chart
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RLEFX vs. WFALX commentary
Apr 11, 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: 229B vs. WFALX (1.2B). RLEFX pays higher dividends than WFALX: RLEFX (2.16) vs WFALX (0.49). RLEFX was incepted earlier than WFALX: RLEFX (9 years) vs WFALX (27 years). WFALX (1.86) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 2.52 vs. WFALX (-13.17). RLEFX return over 5 years is better than : 37.90 vs. WFALX (-6.12).
| RLEFX | WFALX | RLEFX / WFALX | |
| Total Expense Ratio | 0.40 | 1.82 | 22% |
| Annual Report Gross Expense Ratio | 0.40 | 1.86 | 22% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -2.158 | -4.225 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 1.2B | 19,052% |
| Annual Yield % from dividends | 2.16 | 0.49 | 445% |
| Returns for 1 year | 2.52 | -13.17 | -19% |
| Returns for 3 years | 11.94 | -19.60 | -61% |
| Returns for 5 years | 37.90 | -6.12 | -619% |
| Returns for 10 years | N/A | 7.63 | - |