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RLBFX vs VWELX
RLBFX vs VWELX Comparison
Open Charts RLBFX vs VWELX
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Vanguard Wellington™ I
Price$41.01
Change-$1.19 (-2.82%)
VolumeN/A
Net Assets113.09B
RLBFX vs VWELX Comparison Chart
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RLBFX vs. VWELX commentary
Apr 05, 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 Hold and VWELX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. VWELX (113B). RLBFX (2.26) and VWELX (2.17) have matching dividends . RLBFX was incepted earlier than VWELX: RLBFX (23 years) vs VWELX (96 years). RLBFX (0.30) is less costly to investors than VWELX (0.26). RLBFX is a more actively managed with annual turnover of: 171.00 vs. VWELX (61.00). 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 : 1.68 vs. VWELX (-0.78). RLBFX return over 5 years is better than : 48.03 vs. VWELX (22.10).
| RLBFX | VWELX | RLBFX / VWELX | |
| Total Expense Ratio | 0.30 | 0.26 | 115% |
| Annual Report Gross Expense Ratio | 0.30 | 0.26 | 115% |
| Fund Existence | 23 years | 96 years | - |
| Gain YTD | -2.099 | -1.134 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 113B | 208% |
| Annual Yield % from dividends | 2.26 | 2.17 | 104% |
| Returns for 1 year | 1.68 | -0.78 | -215% |
| Returns for 3 years | 9.95 | -4.06 | -245% |
| Returns for 5 years | 48.03 | 22.10 | 217% |
| Returns for 10 years | 50.46 | 18.16 | 278% |
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