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RLBAX vs VWELX
RLBAX vs VWELX Comparison
Open Charts RLBAX vs VWELX
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Vanguard Wellington™ I
Price$47.70
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets119.52B
RLBAX vs VWELX Comparison Chart in %
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RLBAX vs. VWELX commentary
Oct 09, 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 RLBAX is a Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. VWELX (120B). VWELX pays higher dividends than RLBAX: VWELX (1.90) vs RLBAX (1.10). RLBAX was incepted earlier than VWELX: RLBAX (23 years) vs VWELX (96 years). RLBAX (1.31) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than VWELX: RLBAX (250) vs VWELX (3000). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. VWELX (5.70). RLBAX return over 5 years is better than : 38.04 vs. VWELX (13.35).
| RLBAX | VWELX | RLBAX / VWELX | |
| Total Expense Ratio | 1.31 | 0.25 | 524% |
| Annual Report Gross Expense Ratio | 1.31 | 0.25 | 524% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 13.770 | 12.629 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 120B | 222% |
| Annual Yield % from dividends | 1.10 | 1.90 | 58% |
| Returns for 1 year | 9.12 | 5.70 | 160% |
| Returns for 3 years | 47.98 | 28.19 | 170% |
| Returns for 5 years | 38.04 | 13.35 | 285% |
| Returns for 10 years | 68.72 | 38.20 | 180% |
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