Interact to see
Advertisement
Advertisement
RLBBX vs WFAIX
RLBBX vs WFAIX Comparison
Open Charts RLBBX vs WFAIX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Admin
Price$40.01
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
RLBBX vs WFAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. WFAIX commentary
Jul 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 RLBBX is a Buy and WFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. WFAIX (1.26B). RLBBX pays higher dividends than WFAIX: RLBBX (1.17) vs WFAIX (1.01). RLBBX was incepted earlier than WFAIX: RLBBX (23 years) vs WFAIX (26 years). RLBBX (1.32) is less costly to investors than WFAIX (1.04). RLBBX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). RLBBX has a lower initial minimum investment than WFAIX: RLBBX (250) vs WFAIX (1000000). RLBBX annual gain was more profitable for investors over the last year : 7.05 vs. WFAIX (-2.07). RLBBX return over 5 years is better than : 37.07 vs. WFAIX (11.21).
| RLBBX | WFAIX | RLBBX / WFAIX | |
| Total Expense Ratio | 1.32 | 0.90 | 147% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 7.674 | 4.275 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 1.17 | 1.01 | 117% |
| Returns for 1 year | 7.05 | -2.07 | -340% |
| Returns for 3 years | 32.48 | 8.09 | 402% |
| Returns for 5 years | 37.07 | 11.21 | 331% |
| Returns for 10 years | 58.03 | 43.24 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement