Interact to see
Advertisement
Advertisement
RLEFX vs WFAIX
RLEFX vs WFAIX Comparison
Open Charts RLEFX vs WFAIX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation Admin
Price$38.83
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets1.23B
RLEFX vs WFAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. WFAIX commentary
Jun 16, 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 RLEFX is a Buy and WFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. WFAIX (1.23B). RLEFX pays higher dividends than WFAIX: RLEFX (2.09) vs WFAIX (1.08). RLEFX was incepted earlier than WFAIX: RLEFX (10 years) vs WFAIX (26 years). WFAIX (1.04) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. WFAIX (12.00). RLEFX has a lower initial minimum investment than WFAIX: RLEFX (250) vs WFAIX (1000000). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. WFAIX (-4.19). RLEFX return over 5 years is better than : 39.46 vs. WFAIX (9.69).
| RLEFX | WFAIX | RLEFX / WFAIX | |
| Total Expense Ratio | 0.39 | 0.90 | 43% |
| Annual Report Gross Expense Ratio | 0.39 | 1.04 | 38% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 4.524 | 0.934 | 484% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 2.09 | 1.08 | 194% |
| Returns for 1 year | 5.49 | -4.19 | -131% |
| Returns for 3 years | 33.28 | 10.11 | 329% |
| Returns for 5 years | 39.46 | 9.69 | 407% |
| Returns for 10 years | N/A | 37.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement