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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
Vanguard Wellington™ I
Price$41.01
Change-$1.19 (-2.82%)
VolumeN/A
Net Assets113.09B
RLBBX vs VWELX Comparison Chart
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RLBBX vs. VWELX commentary
Apr 05, 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 Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. VWELX (113B). VWELX pays higher dividends than RLBBX: VWELX (2.17) vs RLBBX (1.27). RLBBX was incepted earlier than VWELX: RLBBX (23 years) vs VWELX (96 years). RLBBX (1.33) is less costly to investors than VWELX (0.26). RLBBX is a more actively managed with annual turnover of: 171.00 vs. VWELX (61.00). 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 : 0.60 vs. VWELX (-0.78). RLBBX return over 5 years is better than : 41.66 vs. VWELX (22.10).
| RLBBX | VWELX | RLBBX / VWELX | |
| Total Expense Ratio | 1.33 | 0.26 | 512% |
| Annual Report Gross Expense Ratio | 1.33 | 0.26 | 512% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | -2.343 | -1.134 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 113B | 208% |
| Annual Yield % from dividends | 1.27 | 2.17 | 58% |
| Returns for 1 year | 0.60 | -0.78 | -77% |
| Returns for 3 years | 7.26 | -4.06 | -179% |
| Returns for 5 years | 41.66 | 22.10 | 189% |
| Returns for 10 years | 41.83 | 18.16 | 230% |
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