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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation C
Price$21.21
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets1.26B
RLEFX vs WFALX Comparison Chart in %
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RLEFX vs. WFALX 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 WFALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. WFALX (1.26B). RLEFX pays higher dividends than WFALX: RLEFX (2.01) vs WFALX (0.52). RLEFX was incepted earlier than WFALX: RLEFX (10 years) vs WFALX (27 years). WFALX (1.86) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. WFALX (12.00). RLEFX has a lower initial minimum investment than WFALX: RLEFX (250) vs WFALX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. WFALX (-10.95). RLEFX return over 5 years is better than : 42.56 vs. WFALX (-5.64).
| RLEFX | WFALX | RLEFX / WFALX | |
| Total Expense Ratio | 0.39 | 1.82 | 21% |
| Annual Report Gross Expense Ratio | 0.39 | 1.86 | 21% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 8.164 | 3.788 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 2.01 | 0.52 | 384% |
| Returns for 1 year | 8.07 | -10.95 | -74% |
| Returns for 3 years | 35.76 | -4.77 | -750% |
| Returns for 5 years | 42.56 | -5.64 | -755% |
| Returns for 10 years | N/A | 18.24 | - |
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