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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$38.01
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation Instl
Price$38.40
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets1.24B
RLBBX vs WFATX Comparison Chart in %
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RLBBX vs. WFATX commentary
Jan 15, 2026
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 Hold and WFATX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. WFATX (1.24B). WFATX (1.26) and RLBBX (1.26) have matching dividends . 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 (19.00). 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 : 13.36 vs. WFATX (1.99). RLBBX return over 5 years is better than : 32.39 vs. WFATX (0.05).
| 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 | 2.315 | 0.973 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,704% |
| Annual Yield % from dividends | 1.26 | 1.26 | 100% |
| Returns for 1 year | 13.36 | 1.99 | 671% |
| Returns for 3 years | 34.66 | 10.70 | 324% |
| Returns for 5 years | 32.39 | 0.05 | 59,974% |
| Returns for 10 years | 80.33 | N/A | - |
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