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RLBCX vs VWENX
RLBCX vs VWENX Comparison
Open Charts RLBCX vs VWENX
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Vanguard Wellington™ Admiral™
Price$75.68
Change-$0.71 (-0.93%)
VolumeN/A
Net Assets114.05B
RLBCX vs VWENX Comparison Chart
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RLBCX vs. VWENX 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 RLBCX is a Hold and VWENX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. VWENX (114B). 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). RLBCX annual gain was more profitable for investors over the last year : 8.85 vs. VWENX (4.12). RLBCX return over 5 years is better than : 28.37 vs. VWENX (3.62).
| 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 | 2.844 | 2.339 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 114B | 212% |
| Annual Yield % from dividends | 1.98 | 2.19 | 90% |
| Returns for 1 year | 8.85 | 4.12 | 215% |
| Returns for 3 years | 16.79 | 1.14 | 1,477% |
| Returns for 5 years | 28.37 | 3.62 | 783% |
| Returns for 10 years | 50.06 | 21.25 | 236% |
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