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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation C
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets1.21B
RLEFX vs WFALX Comparison Chart
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RLEFX vs. WFALX commentary
May 09, 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: 234B vs. WFALX (1.21B). RLEFX pays higher dividends than WFALX: RLEFX (2.17) 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 (0.39). 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 : 4.93 vs. WFALX (-12.34). RLEFX return over 5 years is better than : 37.87 vs. WFALX (-7.67).
| RLEFX | WFALX | RLEFX / WFALX | |
| Total Expense Ratio | 0.39 | 1.82 | 21% |
| Annual Report Gross Expense Ratio | 0.39 | 1.86 | 21% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 0.504 | -2.710 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 2.17 | 0.49 | 443% |
| Returns for 1 year | 4.93 | -12.34 | -40% |
| Returns for 3 years | 22.44 | -12.48 | -180% |
| Returns for 5 years | 37.87 | -7.67 | -494% |
| Returns for 10 years | N/A | 9.57 | - |