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RLBCX vs VWENX
RLBCX vs VWENX Comparison
Open Charts RLBCX vs VWENX
American Funds American Balanced R3
Price$34.06
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets233.54B
Vanguard Wellington™ Admiral™
Price$72.56
Change+$0.24 (+0.33%)
VolumeN/A
Net Assets113.09B
RLBCX vs VWENX Comparison Chart
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RLBCX vs. VWENX commentary
Apr 03, 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 RLBCX is a Buy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. VWENX (113B). VWENX pays higher dividends than RLBCX: VWENX (2.25) vs RLBCX (1.69). RLBCX was incepted earlier than VWENX: RLBCX (23 years) vs VWENX (24 years). RLBCX (0.89) is less costly to investors than VWENX (0.18). RLBCX is a more actively managed with annual turnover of: 171.00 vs. VWENX (61.00). RLBCX has a lower initial minimum investment than VWENX: RLBCX (250) vs VWENX (50000). RLBCX annual gain was more profitable for investors over the last year : 3.15 vs. VWENX (-1.91). RLBCX return over 5 years is better than : 46.62 vs. VWENX (20.03).
| RLBCX | VWENX | RLBCX / VWENX | |
| Total Expense Ratio | 0.89 | 0.18 | 494% |
| Annual Report Gross Expense Ratio | 0.89 | 0.18 | 494% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.088 | -1.858 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 113B | 207% |
| Annual Yield % from dividends | 1.69 | 2.25 | 75% |
| Returns for 1 year | 3.15 | -1.91 | -165% |
| Returns for 3 years | 11.30 | -4.38 | -258% |
| Returns for 5 years | 46.62 | 20.03 | 233% |
| Returns for 10 years | 49.47 | 18.12 | 273% |
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