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RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Allspring Index Asset Allocation Instl
Price$41.86
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets1.28B
RLBFX vs WFATX Comparison Chart in %
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RLBFX vs. WFATX commentary
Oct 19, 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 Buy and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. WFATX (1.28B). RLBFX pays higher dividends than WFATX: RLBFX (2.00) vs WFATX (1.18). RLBFX was incepted earlier than WFATX: RLBFX (23 years) vs WFATX (9 years). WFATX (0.79) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. WFATX (12.00). RLBFX has a lower initial minimum investment than WFATX: RLBFX (250) vs WFATX (1000000). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. WFATX (-1.83). RLBFX return over 5 years is better than : 43.90 vs. WFATX (10.19).
| RLBFX | WFATX | RLBFX / WFATX | |
| Total Expense Ratio | 0.29 | 0.75 | 39% |
| Annual Report Gross Expense Ratio | 0.29 | 0.79 | 37% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 14.890 | 9.817 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 1.28B | 20,768% |
| Annual Yield % from dividends | 2.00 | 1.18 | 169% |
| Returns for 1 year | 9.05 | -1.83 | -493% |
| Returns for 3 years | 51.85 | 22.09 | 235% |
| Returns for 5 years | 43.90 | 10.19 | 431% |
| Returns for 10 years | 78.80 | N/A | - |
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