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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$37.63
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
RLBBX vs VWELX Comparison Chart in %
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RLBBX 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 RLBBX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 258B vs. VWELX (117B). VWELX pays higher dividends than RLBBX: VWELX (1.96) vs RLBBX (1.15). RLBBX was incepted earlier than VWELX: RLBBX (23 years) vs VWELX (96 years). RLBBX (1.32) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than VWELX: RLBBX (250) vs VWELX (3000). RLBBX annual gain was more profitable for investors over the last year : 9.11 vs. VWELX (4.79). RLBBX return over 5 years is better than : 35.40 vs. VWELX (11.51).
| RLBBX | VWELX | RLBBX / VWELX | |
| Total Expense Ratio | 1.32 | 0.25 | 528% |
| Annual Report Gross Expense Ratio | 1.32 | 0.25 | 528% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 10.795 | 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 | 58% |
| Returns for 1 year | 9.11 | 4.79 | 190% |
| Returns for 3 years | 37.13 | 18.81 | 197% |
| Returns for 5 years | 35.40 | 11.51 | 307% |
| Returns for 10 years | 67.75 | 37.64 | 180% |