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RLEFX vs WFATX
RLEFX vs WFATX Comparison
Open Charts RLEFX vs WFATX
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets259.11B
Allspring Index Asset Allocation Instl
Price$41.06
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.27B
RLEFX vs WFATX Comparison Chart in %
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RLEFX vs. WFATX commentary
Sep 08, 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: 259B vs. WFATX (1.27B). RLEFX pays higher dividends than WFATX: RLEFX (1.97) vs WFATX (1.19). 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 : 10.18 vs. WFATX (-0.65). RLEFX return over 5 years is better than : 40.88 vs. WFATX (8.62).
| 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 | 11.511 | 7.360 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.27B | 20,426% |
| Annual Yield % from dividends | 1.97 | 1.19 | 165% |
| Returns for 1 year | 10.18 | -0.65 | -1,556% |
| Returns for 3 years | 40.55 | 14.28 | 284% |
| Returns for 5 years | 40.88 | 8.62 | 474% |
| Returns for 10 years | N/A | N/A | - |
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