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RLBCX vs VWENX
RLBCX vs VWENX Comparison
Open Charts RLBCX vs VWENX
American Funds American Balanced R3
Price$33.05
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
Vanguard Wellington™ Admiral™
Price$70.50
Change+$0.83 (+1.19%)
VolumeN/A
Net Assets107.97B
RLBCX vs VWENX Comparison Chart
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RLBCX vs. VWENX commentary
Apr 24, 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: 225B vs. VWENX (108B). 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 : 2.32 vs. VWENX (-4.48). RLBCX return over 5 years is better than : 31.88 vs. VWENX (6.38).
| 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 | -3.879 | -7.015 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 108B | 208% |
| Annual Yield % from dividends | 1.69 | 2.25 | 75% |
| Returns for 1 year | 2.32 | -4.48 | -52% |
| Returns for 3 years | 11.21 | -4.43 | -253% |
| Returns for 5 years | 31.88 | 6.38 | 500% |
| Returns for 10 years | 40.86 | 9.86 | 414% |
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