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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
Allspring Index Asset Allocation C
Price$20.49
Change-$0.07 (-0.34%)
VolumeN/A
Net Assets1.23B
RLEFX vs WFALX Comparison Chart
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RLEFX vs. WFALX commentary
Jun 07, 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: 243B vs. WFALX (1.23B). RLEFX pays higher dividends than WFALX: RLEFX (2.09) vs WFALX (0.48). 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 : 7.16 vs. WFALX (-11.91). RLEFX return over 5 years is better than : 35.68 vs. WFALX (-9.41).
| 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 | 4.659 | 0.466 | 999% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 1.23B | 19,724% |
| Annual Yield % from dividends | 2.09 | 0.48 | 438% |
| Returns for 1 year | 7.16 | -11.91 | -60% |
| Returns for 3 years | 23.58 | -11.25 | -209% |
| Returns for 5 years | 35.68 | -9.41 | -379% |
| Returns for 10 years | N/A | 14.20 | - |
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