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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$34.03
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Vanguard Wellington™ I
Price$42.30
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets106.94B
RLBBX vs VWELX Comparison Chart
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RLBBX vs. VWELX commentary
May 12, 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: 234B vs. VWELX (107B). 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 (1.32) 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 : 3.39 vs. VWELX (-1.44). RLBBX return over 5 years is better than : 32.38 vs. VWELX (10.80).
| 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 | 0.068 | -0.899 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 107B | 219% |
| Annual Yield % from dividends | 1.27 | 2.17 | 59% |
| Returns for 1 year | 3.39 | -1.44 | -236% |
| Returns for 3 years | 19.39 | 5.56 | 349% |
| Returns for 5 years | 32.38 | 10.80 | 300% |
| Returns for 10 years | 44.63 | 17.84 | 250% |
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