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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ I
Price$43.83
Change-$0.41 (-0.93%)
VolumeN/A
Net Assets114.05B
RLBBX vs VWELX Comparison Chart
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RLBBX vs. VWELX commentary
Feb 23, 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: 242B vs. VWELX (114B). VWELX pays higher dividends than RLBBX: VWELX (2.11) vs RLBBX (1.58). RLBBX was incepted earlier than VWELX: RLBBX (23 years) vs VWELX (96 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). 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 : 8.38 vs. VWELX (5.07). RLBBX return over 5 years is better than : 26.03 vs. VWELX (4.43).
| RLBBX | VWELX | RLBBX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 2.761 | 3.292 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 1.58 | 2.11 | 75% |
| Returns for 1 year | 8.38 | 5.07 | 165% |
| Returns for 3 years | 15.67 | 1.97 | 797% |
| Returns for 5 years | 26.03 | 4.43 | 588% |
| Returns for 10 years | 46.57 | 21.99 | 212% |
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