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RLBFX vs WFALX
RLBFX vs WFALX Comparison
Open Charts RLBFX vs WFALX
American Funds American Balanced R5
Price$37.75
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation C
Price$18.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.25B
RLBFX vs WFALX Comparison Chart in %
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RLBFX vs. WFALX commentary
Dec 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 RLBFX is a StrongBuy and WFALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. WFALX (1.25B). RLBFX pays higher dividends than WFALX: RLBFX (1.93) vs WFALX (0.52). RLBFX was incepted earlier than WFALX: RLBFX (24 years) vs WFALX (28 years). WFALX (1.86) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. WFALX (19.00). RLBFX has a lower initial minimum investment than WFALX: RLBFX (250) vs WFALX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.39 vs. WFALX (-12.04). RLBFX return over 5 years is better than : 36.42 vs. WFALX (-24.21).
| RLBFX | WFALX | RLBFX / WFALX | |
| Total Expense Ratio | 0.29 | 1.82 | 16% |
| Annual Report Gross Expense Ratio | 0.29 | 1.86 | 16% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 10.980 | -10.452 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.25B | 21,503% |
| Annual Yield % from dividends | 1.93 | 0.52 | 375% |
| Returns for 1 year | 9.39 | -12.04 | -78% |
| Returns for 3 years | 39.23 | -13.11 | -299% |
| Returns for 5 years | 36.42 | -24.21 | -150% |
| Returns for 10 years | 76.59 | 7.52 | 1,019% |
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