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RLBCX vs VWENX
RLBCX vs VWENX Comparison
Open Charts RLBCX vs VWENX
American Funds American Balanced R3
Price$34.67
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Vanguard Wellington™ Admiral™
Price$74.49
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets106.94B
RLBCX vs VWENX Comparison Chart
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RLBCX vs. VWENX commentary
May 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 Buy and VWENX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. VWENX (107B). VWENX pays higher dividends than RLBCX: VWENX (2.25) vs RLBCX (1.70). RLBCX was incepted earlier than VWENX: RLBCX (23 years) vs VWENX (24 years). RLBCX (0.89) is less costly to investors than VWENX (0.17). VWENX is a more actively managed with annual turnover of: 61.00 vs. RLBCX (44.00). 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 : 4.44 vs. VWENX (-0.72). RLBCX return over 5 years is better than : 36.27 vs. VWENX (12.28).
| RLBCX | VWENX | RLBCX / VWENX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.881 | 1.032 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 107B | 222% |
| Annual Yield % from dividends | 1.70 | 2.25 | 75% |
| Returns for 1 year | 4.44 | -0.72 | -619% |
| Returns for 3 years | 21.68 | 7.07 | 307% |
| Returns for 5 years | 36.27 | 12.28 | 295% |
| Returns for 10 years | 49.72 | 19.59 | 254% |
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