RLBEX
Price
$32.56
Change
+$0.01 (+0.03%)
Updated
Feb 21, 6:59 PM EST
WLVIX
Price
$6.68
Change
+$0.01 (+0.15%)
Updated
Feb 21, 6:59 PM EST
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Compare predictions RLBEX vs WLVIX

Header iconRLBEX vs WLVIX Comparison
Open Charts RLBEX vs WLVIXBanner chart's image
American Funds American Balanced R4
Price$32.56
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
Westwood Total Return Inst
Price$6.68
Change+$0.01 (+0.15%)
VolumeN/A
CapitalizationN/A
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RLBEX vs WLVIX Comparison Chart

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VS
RLBEX vs. WLVIX commentary
Feb 22, 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 RLBEX is a Buy and WLVIX is a StrongSell.

FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 214B vs. WLVIX (118M). WLVIX pays higher dividends than RLBEX: WLVIX (3.24) vs RLBEX (2.32). RLBEX was incepted earlier than WLVIX: RLBEX (22 years) vs WLVIX (23 years). WLVIX (0.72) is less costly to investors than RLBEX (0.60). WLVIX (53.00) and RLBEX (52.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than WLVIX: RLBEX (250) vs WLVIX (100000). RLBEX annual gain was more profitable for investors over the last year : 14.94 vs. WLVIX (10.78). RLBEX return over 5 years is better than : 33.58 vs. WLVIX (23.10).
RLBEXWLVIXRLBEX / WLVIX
Total Expense Ratio0.600.6494%
Annual Report Gross Expense Ratio0.600.7283%
Fund Existence22 years23 years-
Gain YTD1.973-0.149-1,320%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets214B118M181,356%
Annual Yield % from dividends2.323.2472%
Returns for 1 year14.9410.78139%
Returns for 3 years11.13-0.24-4,547%
Returns for 5 years33.5823.10145%
Returns for 10 years50.17-28.70-175%
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