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RLBAX vs VWELX
RLBAX vs VWELX Comparison
Open Charts RLBAX vs VWELX
American Funds American Balanced R1
Price$37.14
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets256.44B
Vanguard Wellington™ I
Price$46.57
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets115.8B
RLBAX vs VWELX Comparison Chart in %
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RLBAX vs. VWELX commentary
Aug 15, 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: 256B vs. VWELX (116B). VWELX pays higher dividends than RLBAX: VWELX (1.99) vs RLBAX (1.17). 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 : 8.34 vs. VWELX (5.02). RLBAX return over 5 years is better than : 34.06 vs. VWELX (11.41).
| 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 | 9.479 | 9.453 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 116B | 221% |
| Annual Yield % from dividends | 1.17 | 1.99 | 59% |
| Returns for 1 year | 8.34 | 5.02 | 166% |
| Returns for 3 years | 27.42 | 10.36 | 265% |
| Returns for 5 years | 34.06 | 11.41 | 298% |
| Returns for 10 years | 59.14 | 30.57 | 193% |
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