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RLBFX vs WFATX
RLBFX vs WFATX Comparison
Open Charts RLBFX vs WFATX
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation Instl
Price$38.30
Change-$3.73 (-8.87%)
VolumeN/A
Net Assets1.23B
RLBFX vs WFATX Comparison Chart in %
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RLBFX vs. WFATX commentary
Feb 05, 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 RLBFX is a Hold and WFATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. WFATX (1.24B). RLBFX pays higher dividends than WFATX: RLBFX (2.13) vs WFATX (1.25). RLBFX was incepted earlier than WFATX: RLBFX (24 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 (19.00). 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 : 11.69 vs. WFATX (-0.13). RLBFX return over 5 years is better than : 37.38 vs. WFATX (-1.89).
| RLBFX | WFATX | RLBFX / WFATX | |
| Total Expense Ratio | 0.29 | 0.75 | 39% |
| Annual Report Gross Expense Ratio | 0.29 | 0.79 | 37% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.503 | 0.710 | 353% |
| 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 | 21,862% |
| Annual Yield % from dividends | 2.13 | 1.25 | 170% |
| Returns for 1 year | 11.69 | -0.13 | -8,754% |
| Returns for 3 years | 38.02 | 8.26 | 461% |
| Returns for 5 years | 37.38 | -1.89 | -1,978% |
| Returns for 10 years | 91.94 | N/A | - |
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