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RAMHX vs WFATX
RAMHX vs WFATX Comparison
Open Charts RAMHX vs WFATX
American Funds American Balanced R2E
Price$37.77
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
Allspring Index Asset Allocation Instl
Price$41.06
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.27B
RAMHX vs WFATX Comparison Chart in %
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RAMHX vs. WFATX commentary
Sep 06, 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 RAMHX is a Buy and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 258B vs. WFATX (1.27B). RAMHX pays higher dividends than WFATX: RAMHX (1.40) vs WFATX (1.19). RAMHX was incepted earlier than WFATX: RAMHX (11 years) vs WFATX (9 years). RAMHX (1.04) is less costly to investors than WFATX (0.79). RAMHX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). RAMHX has a lower initial minimum investment than WFATX: RAMHX (250) vs WFATX (1000000). RAMHX annual gain was more profitable for investors over the last year : 8.83 vs. WFATX (-0.63). RAMHX return over 5 years is better than : 36.30 vs. WFATX (8.65).
| RAMHX | WFATX | RAMHX / WFATX | |
| Total Expense Ratio | 1.04 | 0.75 | 139% |
| Annual Report Gross Expense Ratio | 1.04 | 0.79 | 132% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 10.417 | 7.386 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.27B | 20,347% |
| Annual Yield % from dividends | 1.40 | 1.19 | 117% |
| Returns for 1 year | 8.83 | -0.63 | -1,402% |
| Returns for 3 years | 37.43 | 14.31 | 262% |
| Returns for 5 years | 36.30 | 8.65 | 420% |
| Returns for 10 years | 69.15 | N/A | - |
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