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RLBBX vs VWELX
RLBBX vs VWELX Comparison
Open Charts RLBBX vs VWELX
American Funds American Balanced R2
Price$35.85
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.10
Change-$0.26 (-0.56%)
VolumeN/A
CapitalizationN/A
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RLBBX vs VWELX Comparison Chart
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RLBBX vs. VWELX commentary
Sep 21, 2024
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 StrongBuy and VWELX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. VWELX (113B). VWELX pays higher dividends than RLBBX: VWELX (2.11) vs RLBBX (1.58). RLBBX was incepted earlier than VWELX: RLBBX (22 years) vs VWELX (95 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 : 23.47 vs. VWELX (17.64). RLBBX return over 5 years is better than : 34.96 vs. VWELX (13.50).
| RLBBX | VWELX | RLBBX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 95 years | - |
| Gain YTD | 13.408 | 12.714 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 113B | 209% |
| Annual Yield % from dividends | 1.58 | 2.11 | 75% |
| Returns for 1 year | 23.47 | 17.64 | 133% |
| Returns for 3 years | 12.98 | -3.36 | -387% |
| Returns for 5 years | 34.96 | 13.50 | 259% |
| Returns for 10 years | 47.94 | 28.25 | 170% |
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