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RLEFX vs WFAIX
RLEFX vs WFAIX Comparison
Open Charts RLEFX vs WFAIX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation Admin
Price$40.01
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
RLEFX vs WFAIX Comparison Chart in %
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RLEFX vs. WFAIX commentary
Jul 07, 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: 252B vs. WFAIX (1.26B). RLEFX pays higher dividends than WFAIX: RLEFX (2.01) vs WFAIX (1.01). 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 : 8.07 vs. WFAIX (-2.07). RLEFX return over 5 years is better than : 42.56 vs. WFAIX (11.21).
| 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 | 8.164 | 4.275 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 2.01 | 1.01 | 200% |
| Returns for 1 year | 8.07 | -2.07 | -389% |
| Returns for 3 years | 35.76 | 8.09 | 442% |
| Returns for 5 years | 42.56 | 11.21 | 380% |
| Returns for 10 years | N/A | 43.24 | - |
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