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RLBCX vs VWENX
RLBCX vs VWENX Comparison
Open Charts RLBCX vs VWENX
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ Admiral™
Price$82.25
Change-$0.33 (-0.40%)
VolumeN/A
CapitalizationN/A
RLBCX vs VWENX Comparison Chart
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RLBCX vs. VWENX commentary
Dec 19, 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 RLBCX is a Hold and VWENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 230B vs. VWENX (116B). VWENX pays higher dividends than RLBCX: VWENX (2.19) vs RLBCX (1.98). RLBCX was incepted earlier than VWENX: RLBCX (23 years) vs VWENX (24 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. VWENX (39.00). RLBCX has a lower initial minimum investment than VWENX: RLBCX (250) vs VWENX (50000). VWENX annual gain was more profitable for investors over the last year : 17.58 vs. RLBCX (12.29). RLBCX return over 5 years is better than : 31.08 vs. VWENX (12.71).
| RLBCX | VWENX | RLBCX / VWENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 11.296 | 16.258 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 116B | 198% |
| Annual Yield % from dividends | 1.98 | 2.19 | 90% |
| Returns for 1 year | 12.29 | 17.58 | 70% |
| Returns for 3 years | 11.08 | -3.77 | -294% |
| Returns for 5 years | 31.08 | 12.71 | 245% |
| Returns for 10 years | 44.10 | 28.76 | 153% |