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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard Wellington™ I
Price$44.07
Change-$0.40 (-0.90%)
VolumeN/A
Net Assets110.88B
RLBFX vs VWELX Comparison Chart
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RLBFX vs. VWELX commentary
Jun 15, 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 RLBFX is a Buy and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. VWELX (111B). RLBFX (2.18) and VWELX (2.09) have matching dividends . RLBFX was incepted earlier than VWELX: RLBFX (23 years) vs VWELX (96 years). RLBFX (0.29) is less costly to investors than VWELX (0.25). VWELX is a more actively managed with annual turnover of: 61.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than VWELX: RLBFX (250) vs VWELX (3000). RLBFX annual gain was more profitable for investors over the last year : 5.61 vs. VWELX (0.15). RLBFX return over 5 years is better than : 40.09 vs. VWELX (12.13).
| RLBFX | VWELX | RLBFX / VWELX | |
| Total Expense Ratio | 0.29 | 0.25 | 116% |
| Annual Report Gross Expense Ratio | 0.29 | 0.25 | 116% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | 4.560 | 3.248 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 111B | 220% |
| Annual Yield % from dividends | 2.18 | 2.09 | 104% |
| Returns for 1 year | 5.61 | 0.15 | 3,676% |
| Returns for 3 years | 33.66 | 15.23 | 221% |
| Returns for 5 years | 40.09 | 12.13 | 330% |
| Returns for 10 years | 60.51 | 22.90 | 264% |
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