Ad is loading...
RLBCX vs VWENX
RLBCX vs VWENX Comparison
Open Charts RLBCX vs VWENX
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
Vanguard Wellington™ Admiral™
Price$75.04
Change+$0.50 (+0.67%)
VolumeN/A
Net Assets112.27B
RLBCX vs VWENX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBCX vs. VWENX commentary
Jan 19, 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: 240B vs. VWENX (112B). 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 : 11.92 vs. VWENX (7.06). RLBCX return over 5 years is better than : 28.12 vs. VWENX (3.23).
| 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 | 1.935 | 1.474 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 112B | 214% |
| Annual Yield % from dividends | 1.98 | 2.19 | 90% |
| Returns for 1 year | 11.92 | 7.06 | 169% |
| Returns for 3 years | 11.58 | -3.98 | -291% |
| Returns for 5 years | 28.12 | 3.23 | 870% |
| Returns for 10 years | 53.41 | 23.07 | 231% |