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RLEFX vs WFATX
RLEFX vs WFATX Comparison
Open Charts RLEFX vs WFATX
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Allspring Index Asset Allocation Instl
Price$40.70
Change-$0.11 (-0.27%)
VolumeN/A
Net Assets1.27B
RLEFX vs WFATX Comparison Chart in %
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RLEFX vs. WFATX commentary
Aug 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 WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. WFATX (1.27B). RLEFX pays higher dividends than WFATX: RLEFX (2.00) vs WFATX (1.21). RLEFX was incepted earlier than WFATX: RLEFX (10 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). RLEFX has a lower initial minimum investment than WFATX: RLEFX (250) vs WFATX (1000000). RLEFX annual gain was more profitable for investors over the last year : 8.15 vs. WFATX (-1.41). RLEFX return over 5 years is better than : 39.18 vs. WFATX (8.80).
| RLEFX | WFATX | RLEFX / WFATX | |
| Total Expense Ratio | 0.39 | 0.75 | 52% |
| Annual Report Gross Expense Ratio | 0.39 | 0.79 | 49% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 9.867 | 6.419 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.27B | 20,189% |
| Annual Yield % from dividends | 2.00 | 1.21 | 165% |
| Returns for 1 year | 8.15 | -1.41 | -579% |
| Returns for 3 years | 30.19 | 5.71 | 529% |
| Returns for 5 years | 39.18 | 8.80 | 445% |
| Returns for 10 years | N/A | N/A | - |
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