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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
Allspring Index Asset Allocation Instl
Price$42.10
Change-$0.55 (-1.29%)
VolumeN/A
Net Assets1.27B
RLBBX vs WFATX Comparison Chart in %
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RLBBX vs. WFATX commentary
Nov 14, 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 WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. WFATX (1.27B). WFATX pays higher dividends than RLBBX: WFATX (1.16) vs RLBBX (1.09). RLBBX was incepted earlier than WFATX: RLBBX (24 years) vs WFATX (9 years). RLBBX (1.32) is less costly to investors than WFATX (0.79). RLBBX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). RLBBX has a lower initial minimum investment than WFATX: RLBBX (250) vs WFATX (1000000). RLBBX annual gain was more profitable for investors over the last year : 9.11 vs. WFATX (-0.90). RLBBX return over 5 years is better than : 36.96 vs. WFATX (10.36).
| RLBBX | WFATX | RLBBX / WFATX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.79 | 167% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.500 | 11.889 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.27B | 21,164% |
| Annual Yield % from dividends | 1.09 | 1.16 | 94% |
| Returns for 1 year | 9.11 | -0.90 | -1,013% |
| Returns for 3 years | 40.59 | 18.75 | 216% |
| Returns for 5 years | 36.96 | 10.36 | 357% |
| Returns for 10 years | 70.07 | N/A | - |
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