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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$36.74
Change-$0.06 (-0.16%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation C
Price$25.48
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
RLEFX vs WFALX Comparison Chart
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RLEFX vs. WFALX commentary
Nov 28, 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 StrongBuy and WFALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. WFALX (1.36B). 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 : 22.01 vs. WFALX (9.28). RLEFX return over 5 years is better than : 37.89 vs. WFALX (16.38).
| 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 | 16.204 | 16.397 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.36B | 17,595% |
| Annual Yield % from dividends | 2.42 | 0.09 | 2,725% |
| Returns for 1 year | 22.01 | 9.28 | 237% |
| Returns for 3 years | 14.64 | -7.53 | -194% |
| Returns for 5 years | 37.89 | 16.38 | 231% |
| Returns for 10 years | N/A | 41.40 | - |
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