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RLBBX vs WFATX
RLBBX vs WFATX Comparison
Open Charts RLBBX vs WFATX
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Allspring Index Asset Allocation Instl
Price$41.06
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.27B
RLBBX vs WFATX Comparison Chart in %
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RLBBX 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 RLBBX is a Buy and WFATX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 258B 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 : 9.11 vs. WFATX (-0.63). RLBBX return over 5 years is better than : 35.40 vs. WFATX (8.65).
| RLBBX | WFATX | RLBBX / WFATX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.79 | 167% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 10.795 | 7.386 | 146% |
| 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 | 1.15 | 1.19 | 96% |
| Returns for 1 year | 9.11 | -0.63 | -1,446% |
| Returns for 3 years | 37.13 | 14.31 | 260% |
| Returns for 5 years | 35.40 | 8.65 | 409% |
| Returns for 10 years | 67.75 | N/A | - |
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