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RLBAX vs VWELX
RLBAX vs VWELX Comparison
Open Charts RLBAX vs VWELX
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Vanguard Wellington™ I
Price$46.88
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets117.1B
RLBAX vs VWELX Comparison Chart in %
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RLBAX vs. VWELX commentary
Sep 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 RLBAX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. VWELX (117B). VWELX pays higher dividends than RLBAX: VWELX (1.96) vs RLBAX (1.15). 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 (4.79). RLBAX return over 5 years is better than : 35.40 vs. VWELX (11.51).
| 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 | 10.805 | 10.229 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 117B | 221% |
| Annual Yield % from dividends | 1.15 | 1.96 | 59% |
| Returns for 1 year | 9.12 | 4.79 | 191% |
| Returns for 3 years | 37.15 | 18.81 | 198% |
| Returns for 5 years | 35.40 | 11.51 | 307% |
| Returns for 10 years | 67.71 | 37.64 | 180% |
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