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RLEFX vs WFALX
RLEFX vs WFALX Comparison
Open Charts RLEFX vs WFALX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Allspring Index Asset Allocation C
Price$20.57
Change-$0.15 (-0.72%)
VolumeN/A
Net Assets1.23B
RLEFX vs WFALX Comparison Chart
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RLEFX vs. WFALX 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 WFALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. WFALX (1.23B). RLEFX pays higher dividends than WFALX: RLEFX (2.09) vs WFALX (0.48). 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 : 5.49 vs. WFALX (-12.87). RLEFX return over 5 years is better than : 39.46 vs. WFALX (-6.84).
| 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 | 4.524 | 0.515 | 878% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.23B | 19,805% |
| Annual Yield % from dividends | 2.09 | 0.48 | 438% |
| Returns for 1 year | 5.49 | -12.87 | -43% |
| Returns for 3 years | 33.28 | -5.15 | -646% |
| Returns for 5 years | 39.46 | -6.84 | -577% |
| Returns for 10 years | N/A | 13.57 | - |
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