RLBBX
Price
$38.19
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.04B
WFATX
Price
$41.58
Change
+$0.17 (+0.41%)
Updated
Sep 26 closing price
Net Assets
1.27B
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RLBBX vs WFATX

Header iconRLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATXBanner chart's image
American Funds American Balanced R2
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Allspring Index Asset Allocation Instl
Price$41.58
Change+$0.17 (+0.41%)
VolumeN/A
Net Assets1.27B
RLBBX vs WFATX Comparison Chart in %
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RLBBX vs. WFATX commentary
Sep 27, 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 Hold and WFATX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 262B vs. WFATX (1.27B). WFATX (1.19) and RLBBX (1.15) have matching dividends . RLBBX was incepted earlier than WFATX: RLBBX (23 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 : 7.30 vs. WFATX (-2.02). RLBBX return over 5 years is better than : 40.04 vs. WFATX (13.16).
RLBBXWFATXRLBBX / WFATX
Total Expense Ratio1.320.75176%
Annual Report Gross Expense Ratio1.320.79167%
Fund Existence23 years9 years-
Gain YTD12.5539.082138%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets262B1.27B20,581%
Annual Yield % from dividends1.151.1996%
Returns for 1 year7.30-2.02-362%
Returns for 3 years48.2022.90210%
Returns for 5 years40.0413.16304%
Returns for 10 years74.60N/A-
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